Commercial Lines Marketing Coordinator

Mountainone Bank•Pittsfield, MA

4d•Hybrid

About The Position

The Commercial Lines Marketing Coordinator is responsible for providing administrative support to the Commercial Lines Sales Executives. This role involves working with various personalities and skill levels on the CL Sales Team, building rapport with company underwriters, risk managers, and marketing representatives, and managing data entry for new prospects and insureds. The coordinator will research necessary information for quotes, create applications and supplemental forms, enter data into rating programs, track quotes in the pipeline, and prepare documentation for client signatures. They will also notify carriers for policy issuance, manage the follow-up process for new policies, and assist Account Managers with remarketing and quoting as needed. Additionally, the role includes reviewing Sales Executive suspense to ensure follow-up and updating prospect files for declined accounts. Continuous education on industry, company, agency, and computer updates is required, along with maintaining compliance with company policies, confidentiality, procedures, and regulations. Other duties as assigned are also part of the role.

Requirements

High School Diploma.
Understanding of insurance work methods and procedures.
Need to have an understanding of Commercial Coverages and Policies
Ability to verbally effectively present information to clients, company and agency staff.
Ability to work with Word and Excel
Ability to be self-motivated, provide problem-solving capabilities and prioritize multiple tasks.
Commitment to the company’s culture and established service standards.
Ability to deal with and show discretion in confidential matters.
Ability to sit, drive, bend, answer the phone, and perform computer input

Nice To Haves

25% availability to travel outside of 25-mile radius and report to any office.

Responsibilities

Work with Various Personalities and Skill Levels on the CL Sales Team
Build Rapport with Company Underwriters, Risk Managers, and Marketing Reps
Enter data on new prospects, or insureds, to be quoted into the main frame computer system
Research information required to quote such as driving records, vehicle information, property cards, etc.
If available, obtain property cards & photos from the appropriate internet sites.
Create applications, supplemental forms and any other items needed to submit account for quoting.
If we can quote in house, enter line of business data into the appropriate rating programs.
Attach quotes in the client’s file.
Track all quotes in the pipeline, as well as due dates, etc.
Provide Sales Executive with all documentation required for client signature once product sold. This includes LPR for proper cancellation.
Once Sales Executive obtains all signed documents and deposit payments, notify carrier to have policies issued, or upload thru rating system if appropriate
Enter all necessary activities and suspense to follow up on issuance of new policies per agency workflows and procedures.
Provide assistance to Account Managers for remarketing quoting as needed
Review Sales Executive suspense to keep current and assist Sales Executive with following up as needed.
At the direction of the Sales Executive update computer prospect files for prospects which decline to purchase from us – either close file or pend for following year.
Continuing education to keep abreast of industry, company, agency, and computer updates.
Maintains compliance of all related company policies, confidentiality, standardized procedures and regulations.
Other duties as assigned.
Take incoming calls and gather data from prospective clients when Sales Executive is unavailable
Learn about and utilize support programs such as Tarmika, Indio, EPIC Marketing Automation, etc. for sales support, checklists, etc.
As needed - provide quote proposals to Sales Executive.