What are the responsibilities and job description for the New Business Marketing Specialist position at Pathfinder LL & D Insurance?
New Business Marketing Specialist
đź“ŤÂ Location:Â San Antonio, TX (Onsite)
đź’°Â Compensation:Â Salary Commission
About the Role
We are seeking a New Business Marketing Specialist to manage prospective clients through the insurance placement process—from initial lead to binding coverage. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced environment. A sales mindset and strong relationship-building skills are key to success in this role.
Key Responsibilities
đź“ŤÂ Location:Â San Antonio, TX (Onsite)
đź’°Â Compensation:Â Salary Commission
About the Role
We are seeking a New Business Marketing Specialist to manage prospective clients through the insurance placement process—from initial lead to binding coverage. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced environment. A sales mindset and strong relationship-building skills are key to success in this role.
Key Responsibilities
- Lead Management & Underwriting Coordination:Â Receive inbound leads, gather underwriting information, and submit insurance applications to carriers.
- Carrier & Market Coordination:Â Submit risks to the market, track carrier responses, and follow up for timely quotes.
- Proposal & Client Engagement:Â Analyze quotes, prepare and present proposals, answer coverage-related questions, and assist in decision-making.
- Binding & Documentation:Â Process binding requests, ensure accurate policy documentation, and maintain detailed records.
- Experienced:Â 3 years in a sales or sales support role within an insurance agency.
- Licensed:Â Property & Casualty (P&C) license required
- Tech-Savvy:Â Comfortable using Microsoft Excel and insurance carrier portals.
- Sales-Minded:Â Able to present options clearly and guide prospects toward decisions.
- Detail-Oriented & Organized:Â Skilled at managing multiple priorities efficiently.
- Strong Communicator:Â Builds strong relationships with clients and carrier partners.
- Thrives Under Pressure:Â Works well in a fast-paced, deadline-driven environment.
- Career Growth:Â Expand your expertise in commercial insurance marketing.
- High-Impact Role: Directly contribute to the agency’s new business success.
- Collaborative Team Culture:Â Work alongside dedicated professionals.
- Flexible Schedule:Â While full-time and onsite, we offer some flexibility in hours.
