Personal Lines Marketing Assistant
Cross Insurance•Village of Scarsdale, NY
•Onsite
About The Position
This role supports ongoing incoming agency referrals with new business marketing and placement while following a workflow from submission through quoting, proposal preparation, binding, and policy issuance.
Requirements
- Personal Lines insurance experience preferred.
- P&C license preferred.
- Strong organizational and communication skills.
- Proficiency in Microsoft products, including Outlook and PowerPoint, is a plus.
Responsibilities
- Prepare submissions, quotes, and proposal templates.
- Prepare binding documents and policy issuance.
- Communicate with assigned carrier underwriters.
- Maintain AMS60 system records, including Activity and Suspense items, in a timely manner.
- Adhere to outlined workflows and compliance items.
- Perform other duties as assigned.
Benefits
- medical
- dental
- vision
- 401(k) with match
- paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
