Commercial Lines Marketing Associate

Walsh Duffield Companies•Rochester, NY

5d•Onsite

About The Position

The Commercial Lines Marketing Associate will collaborate with our carrier partners and marketers to support our marketing efforts. Agency specific training will be provided. This role involves handling the marketing of new business submissions, providing support to business marketers, the commercial lines department, and WD management. The associate will be responsible for pulling supporting information on new/existing business, resolving basic administrative problems, and completing online rating and quoting with various carriers. Strong communication skills are essential for developing relationships with insurance carrier partners. The role also includes participating in training and development opportunities, binding excess and surplus coverage, completing affidavits, maintaining documentation in the agency management system, and cross-training as needed. Adherence to the E&O Plus Quality Management Program is expected.

Requirements

5 years of insurance sales, marketing or relationship management experience required
NYS Property & Casualty license required
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.

Nice To Haves

Professional designation(s) or working toward one (preferred)

Responsibilities

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.
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.