Commercial Lines Inside Sales & Marketing Coordinator Location: Wellesley or Franklin MA The Commercial Lines Inside Sales & Marketing Coordinator plays a critical role in driving profitable new business growth for Deland Gibson. This role is designed as adevelopmental position beginning with a primary focus on commercial lines marketing quoting binding and issuing new business and evolving into a fullinside sales roleover time. Initially this position supports producers and the sales organization by efficiently handling select-market and small commercial opportunitiesensuring speed to quote accuracy in placement and a high-quality client experience. As the role matures it will take on greater responsibility forowning inbound leads producer handoffs and inside sales opportunities operating within DGs Ideal Client Profile and GRIP-based sales process. This role is essential to protecting producer capacity maintaining carrier relationships and supporting DGs scalable growth strategy. KEY RESPONSIBILITIES: Phase One: Commercial Marketing & New Business Execution - Market quote present bind and issue new Select Market commercial insurance accounts
- Work closely with producers account managers and carrier partners throughout the new business lifecycle
- Gather underwriting information submit applications and manage carrier follow-ups
- Ensure accuracy and completeness of policy documentation and issuance
- Support remarketing efforts when needed
- Accurately enter and maintain data in Applied Epic and related systems
Phase Two: Inside Sales Development (Progressive Responsibility) - Identify qualify and engage new business opportunities through inbound leads producer handoffs and outbound outreach
- Conduct discovery conversations aligned with DGs GRIP sales framework
- Educate and advise prospects on coverage options and risk considerations (within defined authority)
- Present proposals and close business within assigned parameters
- Transition bound accounts smoothly into the service team with proper onboarding and documentation
- Maintain clear professional communication with clients carriers and internal stakeholders
- Uphold DGs value proposition service standards and consultative approach
Qualifications: - Bachelors degree in business sales marketing or related field preferred
- 2 years of Property & Casualty insurance experience
- Active Massachusetts P&C License required
- Strong understanding of commercial insurance coverages and underwriting basics
- Sales aptitude with a consultative mindset
- Exceptional attention to detail and follow-through
- Strong written and verbal communication skills
- Proficiency in Microsoft Office; familiarity with Applied Epic preferred
Core Competencies: - Highly organized with the ability to manage multiple priorities
- Comfortable working with data metrics and sales activity tracking
- Self-motivated and accountable; thrives in a fast-paced environment
- Coachable curious and eager to develop sales and advisory skills
- Professional presence with the ability to collaborate across departments
- Growth-oriented mindset aligned with performance and continuous improvement
SUPERVISORY RESPONSIBILITY: This position does not have any supervisory responsibilities. WORK ENVIRONMENT: This position operates in a professional office environment. This role routinely uses standard office equipment such as computers tablets phones multi-function printers and fax machines. PHYSICAL DEMANDS: While performing the duties of this job the employee is regularly required to talk and/or listen; frequently stand; walk; sit for extended periods of time; frequently use hands/fingers to handle/feel when operating a computer and other office equipment; reach with hands and arms.
| Required Experience:
IC
Commercial Lines Inside Sales & Marketing CoordinatorLocation: Wellesley or Franklin MAThe Commercial Lines Inside Sales & Marketing Coordinator plays a critical role in driving profitable new business growth for Deland Gibson. This role is designed as adevelopmental position beginning with a primar...
Commercial Lines Inside Sales & Marketing Coordinator Location: Wellesley or Franklin MA The Commercial Lines Inside Sales & Marketing Coordinator plays a critical role in driving profitable new business growth for Deland Gibson. This role is designed as adevelopmental position beginning with a primary focus on commercial lines marketing quoting binding and issuing new business and evolving into a fullinside sales roleover time. Initially this position supports producers and the sales organization by efficiently handling select-market and small commercial opportunitiesensuring speed to quote accuracy in placement and a high-quality client experience. As the role matures it will take on greater responsibility forowning inbound leads producer handoffs and inside sales opportunities operating within DGs Ideal Client Profile and GRIP-based sales process. This role is essential to protecting producer capacity maintaining carrier relationships and supporting DGs scalable growth strategy. KEY RESPONSIBILITIES: Phase One: Commercial Marketing & New Business Execution - Market quote present bind and issue new Select Market commercial insurance accounts
- Work closely with producers account managers and carrier partners throughout the new business lifecycle
- Gather underwriting information submit applications and manage carrier follow-ups
- Ensure accuracy and completeness of policy documentation and issuance
- Support remarketing efforts when needed
- Accurately enter and maintain data in Applied Epic and related systems
Phase Two: Inside Sales Development (Progressive Responsibility) - Identify qualify and engage new business opportunities through inbound leads producer handoffs and outbound outreach
- Conduct discovery conversations aligned with DGs GRIP sales framework
- Educate and advise prospects on coverage options and risk considerations (within defined authority)
- Present proposals and close business within assigned parameters
- Transition bound accounts smoothly into the service team with proper onboarding and documentation
- Maintain clear professional communication with clients carriers and internal stakeholders
- Uphold DGs value proposition service standards and consultative approach
Qualifications: - Bachelors degree in business sales marketing or related field preferred
- 2 years of Property & Casualty insurance experience
- Active Massachusetts P&C License required
- Strong understanding of commercial insurance coverages and underwriting basics
- Sales aptitude with a consultative mindset
- Exceptional attention to detail and follow-through
- Strong written and verbal communication skills
- Proficiency in Microsoft Office; familiarity with Applied Epic preferred
Core Competencies: - Highly organized with the ability to manage multiple priorities
- Comfortable working with data metrics and sales activity tracking
- Self-motivated and accountable; thrives in a fast-paced environment
- Coachable curious and eager to develop sales and advisory skills
- Professional presence with the ability to collaborate across departments
- Growth-oriented mindset aligned with performance and continuous improvement
SUPERVISORY RESPONSIBILITY: This position does not have any supervisory responsibilities. WORK ENVIRONMENT: This position operates in a professional office environment. This role routinely uses standard office equipment such as computers tablets phones multi-function printers and fax machines. PHYSICAL DEMANDS: While performing the duties of this job the employee is regularly required to talk and/or listen; frequently stand; walk; sit for extended periods of time; frequently use hands/fingers to handle/feel when operating a computer and other office equipment; reach with hands and arms.
| Required Experience:
IC
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