Commercial Lines Account Assistant

Base Pay $70,000.00 - $90,000.00 / Year Job Category: Insurance Marketing, Commercial Lines Employee Type: Exempt Contact information Email View email address on click.appcast.io Job Summary The Commercial Lines Marketing Associate will collaborate with our carrier partners and marketers to support our marketing efforts. Essential Functions Agency specific training will be provided. Handles the marketing of new business submissions Provide support to business marketers, commercial lines department and WD management. Able to pull supporting information on a new/existing piece of business such as building information, experience mod history, running insurance to value estimators and running loss summaries as needed. Resolve basic and routine administrative problems directly. Refers complex inquiries to more senior team members. Complete online rating and quoting with various carriers. Utilize strong communication skills to develop relationships with insurance carrier partners. Participate in training and development opportunities for insurance coverage and marketplace knowledge. Bind excess and surplus coverage as well as completing affidavits. This may include filing for WD’s excess license as well as uploading documents to ELANY website. Maintain detailed documentation in our agency management system. Complete cross training as needed. Adhere to the stated expectations of the E&O Plus Quality Management Program. Additional Responsibilities As a Commercial Line Marketing Associate, major responsibilities include but are not limited to: Collect account information and assist in preparing client proposals. Interact with others effectively by utilizing good communication skills; cooperate positively and provide information and guidance as needed to contribute to the business efforts of the agency. Maintain required and additional continuing education requirements for license and/or professional designations. Data collection and entry of application for insurance coverage. Develop and maintain knowledge of commercial coverage including carrier appetite, procedures, underwriting and risk management techniques. Accurately document conversations in agency management system with clients, sending confirmations to clients and adhering to all other agency procedures that are established. Lookup carrier LCM’s and pull experience mods. Actively refer clients to Group Benefits and Personal Lines Insurance Department for solicitation of new business. Prepare analysis of client’s program for presentation by utilizing insurance summaries or customized insurance proposals. Review and verify policies for requested coverage, correct information and proper pricing for new business. Participate in training and seminar courses to maintain Property & Casualty license. Participate in training and seminar courses to further Property & Casualty knowledge. Perform other miscellaneous duties as assigned by agency management. Requirements Education and Experience 5 years of insurance sales, marketing or relationship management experience required NYS Property & Casualty license required Professional designation(s) or working toward one (preferred) Knowledge, Skills and Abilities Strong commitment to high‑quality service delivery. Ability to work independently. Ability to understand written and oral communication and interpret abstract information. Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information and respond appropriately. Knowledge of insurance products, usage and markets. Ability to utilize computer systems and programs and understand functionality. Proficiency in Microsoft office. Time management, problem solving and decision making. Ability to participate in a team environment. Reports to/Department FLSA Job Classification: Non-Exempt (Full-Time) ADA Requirements Walsh Duffield Cos., Inc. complies with the Americans with Disabilities Act. Reasonable accommodation may be made to qualified individuals with disabilities to perform the essential functions of this position. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies. The employee frequently is required to see, talk and hear. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must regularly lift and/or move up to 10 pounds. The noise level in the work environment is usually light. This job description is intended to describe the normal level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs rise, or as required. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. All requirements may be modified to accommodate physically or mentally challenged staff members reasonably. Equal Opportunity Statement Walsh Duffield Cos., Inc. is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. #J-18808-Ljbffr