Commercial Lines Marketing Assistant

Benefits:

• Commission
• Health insurance
• Paid time off

General Overview:
Provide support to the Commercial Lines Marketing Department in placing and marketing new business with partner insurance carriers. This includes handling post-binding tasks before transitioning the client to the account management team. Assist commercial lines producers by managing technical resource tasks necessary to secure new business.
Key Responsibilities:

• Support the Commercial Lines Marketing Department in processing new business submissions by reviewing, entering, submitting, and documenting information accurately in agency management systems.
• Assist in preparing insurance applications, schedules, and coverage summaries.
• Help with obtaining and reviewing quotes, either through carrier rating tools or by working with underwriters.
• Contribute to the development of marketing summaries and proposals by outlining terms, rates, commissions, and required binding documents.
• Request necessary documents from insurance carriers, such as loss run reports.
• Provide proof of insurance documentation, including auto ID cards, insurance certificates, and property insurance evidence forms.
• Handle invoicing for clients, including processing fees, premium finance agreements, and complex billing arrangements.
• Assist with the documentation requirements for Surplus Lines.
• Ensure high levels of accuracy in all agency management systems and technology platforms.

Skills, Knowledge, and Qualifications:

• At least three years of experience in a commercial property and casualty insurance agency. Strong knowledge of property & casualty insurance coverages, underwriting, placement, and rating principles.
• Must have or be willing to obtain a state Property & Casualty insurance license.
• Familiarity with insurance carrier systems for submitting and quoting policies.
• Ability to work efficiently in a fast-paced, collaborative environment with minimal supervision.