Marketing Specialist, Commercial

Texan Insurance • Houston, TX

13d • Hybrid

About The Position

The Commercial Marketing Specialist is responsible for marketing new and renewal commercial business to insurance carriers to secure competitive coverage, pricing, and terms that align with client needs and agency objectives. This role partners closely with Commercial Producers and Account Managers to evaluate risk, prepare submissions, negotiate placement strategy, and support successful outcomes for commercial clients. Serving as a key liaison between the agency and carrier partners, the Commercial Marketing Specialist maintains strong underwriting relationships while ensuring accurate, timely, and effective placement of business. This role contributes to commercial growth, retention, and operational effectiveness through technical expertise, collaboration, and market knowledge.

Requirements

• Commercial Insurance Expertise – Strong understanding of commercial lines products, coverage structures, underwriting principles, and market dynamics.
• Negotiation Skills – Ability to effectively negotiate coverage, pricing, and terms with carriers and underwriters.
• Analytical Thinking – Ability to evaluate complex proposals, identify coverage gaps, and assess risk exposure.
• Communication Skills – Clear, professional communicator able to present coverage options and collaborate effectively with carriers and internal teams.
• Relationship Building – Builds and maintains strong working relationships with underwriters, producers, and account management teams.
• Organization & Attention to Detail – Maintains accuracy across submissions, proposals, documentation, and policy details.
• Time Management – Effectively manages multiple accounts, deadlines, and competing priorities in a fast-paced environment.
• Technical Proficiency – Comfortable using agency management systems, CRM platforms, and Microsoft Office tools.
• Initiative & Accountability – Proactively supports placement strategy, problem-solving, and operational effectiveness.
• Collaboration – Works effectively across teams to support client service, placement success, and business growth.
• 3–7 years of experience in commercial property and casualty insurance.
• Strong understanding of commercial lines coverage, underwriting, placement strategy, and rating concepts.
• Experience in marketing commercial accounts and negotiating with carriers.
• Experience working with agency management systems, CRM platforms, and Microsoft Office Suite.
• Experience collaborating with producers, account managers, and underwriting partners in a fast-paced agency environment.
• An active and valid Property and Casualty (P&C) License is required. Texas Preferred.
• Must maintain all required licenses in good standing, including completion of continuing education requirements.

Nice To Haves

• Associate’s or Bachelor’s degree in Business, Risk Management, Insurance, or a related field preferred.
• Insurance designations such as CIC, ARM, AAI, or CPCU are preferred.

Responsibilities

• Market new and renewal commercial business to insurance carriers to secure competitive coverage, pricing, and terms.
• Prepare accurate and complete submissions, including applications, loss runs, and supplemental documentation.
• Analyze carrier proposals and compare coverage options, pricing, and underwriting considerations.
• Negotiate with underwriters regarding coverage, terms, and pricing to support client and agency objectives.
• Prepare proposals and coverage summaries for producers and clients.
• Bind coverage and coordinate policy issuance, ensuring accuracy and timeliness.
• Build and maintain strong relationships with carrier representatives and underwriting partners.
• Maintain knowledge of carrier appetite, underwriting guidelines, market trends, and industry developments.
• Partner with Commercial Producers to evaluate client needs, risk profiles, and placement strategy.
• Collaborate with Account Managers to support a smooth transition from sale to ongoing service.
• Maintain accurate records and documentation within agency management systems and CRM platforms.
• Participate in strategy discussions and contribute to process improvements, operational consistency, and commercial growth initiatives.

Benefits

• Competitive Compensation
• Medical, dental, and vision coverage, along with additional benefit options to support your health and well-being.
• 401(k) with company contributions up to 4% to help you plan for the future and immediate vesting.
• Generous PTO and 12 paid holidays so you can recharge and maintain a healthy work-life balance.
• Access to our In-house Corporate Trainer, personalized development opportunities, and internal career growth pathways.
• A supportive and team-oriented environment where your ideas and contributions are valued.
• 16 hours of additional paid volunteer time annually, plus company-sponsored community initiatives and events.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree