Commercial Lines Inside Sales & Marketing Coordinator

Deland, Gibson Insurance Associates

Job Location:

Franklin, NH - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Commercial Lines Inside Sales & Marketing Coordinator

Location: Wellesley Westwood or Franklin MA

The Commercial Lines Inside Sales & Marketing Coordinator plays a key role in supporting profitable new business growth at Deland Gibson. This role is designed as a developmental position that begins with a strong focus on commercial lines marketing quoting binding and issuing new business and evolves over time into a full inside sales role.

In the initial phase the position supports producers and the sales organization by efficiently managing select-market and small commercial opportunitiesensuring speed to quote accuracy in placement and a high-quality client experience. As the role develops the coordinator assumes increasing responsibility for managing 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 strengthening carrier relationships and supporting DGs scalable growth strategy.

Phase One Responsibilities:

Market quote present bind and issue new Select Market commercial insurance accounts
Collaborate closely with producers account managers and carrier partners throughout the new business lifecycle
Gather underwriting information prepare and submit applications and manage carrier follow-ups
Ensure accuracy and completeness of policy documentation coverage placement and policy issuance
Support remarketing efforts when needed to secure the best coverage and pricing options
Maintain accurate and timely data entry within Applied Epic and related systems

Phase Two Responsibilities:

Identify qualify and engage new business opportunities through inbound leads producer handoffs and targeted outbound outreach
Conduct discovery conversations aligned with DGs GRIP sales framework
Educate and advise prospects on coverage options and risk considerations within defined authority levels
Present proposals and close business within assigned parameters
Transition bound accounts smoothly to the service team ensuring proper onboarding and documentation
Maintain clear professional communication with clients carriers and internal stakeholders
Consistently represent DGs value proposition service standards and consultative sales approach

Qualifications:

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
Bachelors degree

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:

Commercial Lines Inside Sales & Marketing CoordinatorLocation: Wellesley Westwood or Franklin MAThe Commercial Lines Inside Sales & Marketing Coordinator plays a key role in supporting profitable new business growth at Deland Gibson. This role is designed as a developmental position that begins with...

Commercial Lines Inside Sales & Marketing Coordinator

Location: Wellesley Westwood or Franklin MA

This role is essential to protecting producer capacity strengthening carrier relationships and supporting DGs scalable growth strategy.

Phase One Responsibilities:

Market quote present bind and issue new Select Market commercial insurance accounts
Collaborate closely with producers account managers and carrier partners throughout the new business lifecycle
Gather underwriting information prepare and submit applications and manage carrier follow-ups
Ensure accuracy and completeness of policy documentation coverage placement and policy issuance
Support remarketing efforts when needed to secure the best coverage and pricing options
Maintain accurate and timely data entry within Applied Epic and related systems

Phase Two Responsibilities:

Identify qualify and engage new business opportunities through inbound leads producer handoffs and targeted outbound outreach
Conduct discovery conversations aligned with DGs GRIP sales framework
Educate and advise prospects on coverage options and risk considerations within defined authority levels
Present proposals and close business within assigned parameters
Transition bound accounts smoothly to the service team ensuring proper onboarding and documentation
Maintain clear professional communication with clients carriers and internal stakeholders
Consistently represent DGs value proposition service standards and consultative sales approach

Qualifications:

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
Bachelors degree

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.

Required Experience:

Key Skills

Sales Experience
Microsoft Office
Customer Service
Hotel Experience
Hospitality Experience
Basic Math
Microsoft Powerpoint
Salesforce
Filing
Project Management Software
Administrative Experience
Sales Support

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About Company

Deland, Gibson Insurance Associates

DELAND, GIBSON: A TRUSTED CHOICEWhat Would you Like to Insure?FILE A CLAIMMAKE A PAYMENTPROVIDING PEACE OF MIND THROUGH PROACTIVE SERVICEDeland, Gibson: a Trusted Choice, Five Star Accredited independent insurance agency. Established ... Read More

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