Commercial Lines Marketing Associate

Job Description

Commercial Lines Account Assistant

Job Summary

Seeking a highly motivated and detail-oriented Commercial Lines Account Assistant to join a dynamic and growing team. This role is integral to supporting the Account Managers in marketing and placing commercial lines insurance ensuring the highest level of service for the clients. If you are looking for an opportunity to grow within a supportive and modern work environment this position offers the potential for promotion within 12 months.

Compensation Package

• Salary Range: $60000 - $80000 (depending on experience) profit sharing bonus opportunities
• Benefits: Competitive benefits package 401(k) paid time off professional development opportunities etc.

Responsibilities

• Develop and execute marketing strategies for new and renewal business.
• Prepare and submit accurate carrier submissions.
• Quote coverage using carrier tools and underwriter submissions.
• Analyze quotes pricing and terms and negotiate as needed.
• Prepare marketing summaries and track placement activity.
• Build and maintain strong relationships with carriers and internal teams.
• Assist in preparing client proposals and presentations.
• Document all activity in the agency management system (AMS360).
• Stay current on industry trends and underwriting guidelines.
• Ensure compliance with company procedures and regulatory requirements.

Qualifications/Requirements

• Experience: Minimum of 2 years of experience in an administrative customer service or insurance-related role preferred.
• Licensure: Property and Casualty insurance license preferred but not required. Candidates must be willing to obtain licensure if not already licensed.
• Technical Skills: Proficiency in Microsoft Office Suite (Word Excel Outlook) required. Experience with AMS360 or other CRM/insurance software is a plus.
• Knowledge: Basic understanding of commercial insurance is a plus though training will be provided.
• Soft Skills: Strong attention to detail excellent communication skills and the ability to build relationships with clients and team members.

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