Commercial Lines Marketing Associate

JOB SUMMARY: The Commercial Lines Marketing Associate will collaborate with our carrier partners and marketers to support our marketing efforts. ESSENTIAL FUNCTIONS Agency specific training will be provided . · Handles the marketing of new business submissions · Provide support to business marketers, commercial lines department and WD management. Able to pull supporting information on a new/existing piece of business such as building information, experience mod history, running insurance to value estimators and running loss summaries as needed.

· Resolve basic and routine administrative problems directly. Refers complex inquiries to more senior team members. · Complete online rating and quoting with various carriers. · Utilize strong communication skills to develop relationships with insurance carrier partners. · Participate in training and development opportunities for insurance coverage and marketplace knowledge. · Bind excess and surplus coverage as well as completing affidavits.

This may include filing for WD’s excess license as well as uploading documents to ELANY website. · Maintain detailed documentation in our agency management system. · Complete cross training as needed. · Adhere to the stated expectations of the E&O Plus Quality Management Program. ADDITIONAL RESPONSIBILITIES As a Commercial Line Marketing Associate, major responsibilities include but are not limited to: · Collect account information and assist in preparing client proposals.

· Interact with others effectively by utilizing good communication skills; cooperate positively and provide information and guidance as needed to contribute to the business efforts of the agency. · Maintain required and additional continuing education requirements for license and/or professional designations. · Data collection and entry of application for insurance coverage. · Develop and maintain knowledge of commercial coverage including carrier appetite, procedures, underwriting and risk management techniques.

· Accurately document conversations in agency management system with clients, sending confirmations to clients and adhering to all other agency procedures that are established. · Lookup carrier LCM’s and pull experience mods. · Actively refer clients to Group Benefits and Personal Lines Insurance Department for solicitation of new business. · Prepare analysis of client’s program for presentation by utilizing insurance summaries or customized insurance proposals.

· Review and verify policies for requested coverage, correct information and proper pricing for new business. · Participate in training and seminar courses to maintain Property & Casualty license. · Participate in training and seminar courses to further Property & Casualty knowledge. · Perform other miscellaneous duties as assigned by agency management. EDUCATION AND EXPERIENCE · 5 years of insurance sales, marketing or relationship management experience required · NYS Property & Casualty license required · Professional designation(s) or working toward one (preferred) KNOWLEDGE, SKILLS AND ABILITIES · Strong commitment to high-quality service delivery.

· Ability to work independently. · Ability to understand written and oral communication and interpret abstract information. · Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information and respond appropriately. · Knowledge of insurance products, usage and markets. · Ability to utilize computer systems and programs and understand functionality.

· Proficiency in Microsoft office. · Time management, problem solving and decision making. · Ability to participate in a team environment.