Commercial Lines Marketing Specialist

Keystone Agency Partners LLC • Indianapolis, IN

1d • Hybrid

About The Position

McGowan Insurance Group is a family-owned insurance agency with a strong presence in the Indianapolis, IN area, offering a diverse range of property and casualty, commercial and personal lines, bonding, and employee benefits. We pride ourselves on providing value-added services, regulatory compliance, and advisory support to our clients. Our culture is the foundation of our success, emphasizing community involvement, long-standing relationships, and a passion for helping employees reach their potential. The Commercial Lines Marketing Specialist is a key role in our commercial insurance placement process, responsible for marketing new and renewal business to carrier partners, securing competitive coverage, and supporting sales and retention goals. This position acts as the main link between the agency and insurance carriers during the marketing phase, collaborating with producers, account managers, and underwriters to create strategic insurance programs tailored to client needs. The specialist will evaluate carrier options, negotiate terms, and ensure submissions are accurate, timely, and compliant.

Requirements

• High school diploma required
• Current Indiana Property & Casualty License required
• Minimum of 2 years of experience in commercial lines marketing, account management, or underwriting
• Strong working knowledge of commercial insurance coverages, underwriting principles, and carrier guidelines
• Demonstrated ability to evaluate coverage options and recommend appropriate insurance solutions
• Excellent negotiation and relationship-building skills with carriers and internal stakeholders
• Experience working with multiple insurance carriers and wholesale markets
• Proficiency with Microsoft 365 applications, including Outlook, Word, Excel, Teams, and OneDrive
• Experience with agency management systems, preferably Applied Epic or AMS360
• Excellent written and verbal communication skills
• Strong analytical, organizational, and problem-solving abilities
• Exceptional attention to detail with a commitment to accuracy and quality
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Ability to pass a criminal background check, as permitted by law

Nice To Haves

• Associate or Bachelor’s Degree desired

Responsibilities

• Market new and renewal commercial insurance accounts to carrier partners, ensuring timely and effective placement of business.
• Prepare, review, and submit complete insurance applications and supporting documentation to carriers.
• Analyze client exposures, coverage needs, and underwriting requirements to identify appropriate carrier markets and insurance solutions.
• Review carrier quotations, compare coverage, pricing, and terms, and recommend the most competitive and comprehensive options.
• Negotiate pricing, coverage enhancements, and underwriting terms with carrier representatives to achieve favorable outcomes for clients.
• Develop and maintain strong working relationships with carrier underwriters and marketing representatives.
• Maintain current knowledge of carrier appetites, underwriting guidelines, product offerings, and marketplace conditions.
• Identify alternative markets and placement strategies for difficult-to-place or unique risks.
• Communicate carrier feedback, underwriting concerns, and placement updates to producers and account management teams.
• Partner with producers and account managers to gather underwriting information and ensure complete, accurate submissions.
• Assist in developing client proposals by providing coverage comparisons, pricing analyses, and carrier recommendations.
• Support new business opportunities by identifying marketing strategies that maximize competitiveness and coverage.
• Work collaboratively to resolve coverage questions, underwriting issues, and policy discrepancies prior to binding coverage.
• Ensure all marketing activities comply with agency procedures, carrier guidelines, and applicable insurance regulations.
• Maintain accurate documentation of marketing activities, carrier communications, and placement decisions within the agency management system.
• Continuously monitor industry trends, emerging coverages, and marketplace changes to enhance placement strategies and client solutions.

Benefits

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED