Commercial Lines Marketing Specialist

Job Description

Job Description

About Us

For more than 100 years, Strategic Insurance Partners (SIP) has been providing Personal and Business Insurance protection that fit your needs. Developing a comprehensive insurance portfolio can be a challenge without guidance from a trusted advisor. At Strategic Insurance Partners, we’ve been working alongside business owners in New York, New Jersey, and Pennsylvania for more than a century. Instituting extensive insurance expertise, SIP agents take a consultative approach toward identifying risks and proactively reducing the impact of loss through customized coverage. Our management and representatives have developed an atmosphere of trust over the years, which has enabled deeply valued and longstanding relationships with our clients.

Commercial Lines Marketing Specialist

Position Summary

The Commercial Lines Marketing Specialist plays a critical role in supporting the agency's new business and renewal efforts by marketing commercial insurance accounts, obtaining competitive coverage options, and collaborating with producers, carriers, and underwriting partners.

Key Responsibilities:

• Review and evaluate new business and renewal submissions for marketing opportunities.
• Partner with Producers and internal team members to assess clients' insurance needs and coverage requirements.
• Prepare and rate standard market submissions through carrier rating platforms and websites.
• Submit applications to excess and specialty markets when appropriate.
• Develop and maintain strong relationships with carrier underwriters and marketing representatives.
• Coordinate with carriers to secure accurate and competitive coverage quotes.
• Follow up with carriers and underwriters to ensure timely quote delivery.
• Analyze and compare multiple carrier proposals to identify the most suitable coverage and pricing options for clients.
• Review quotes for accuracy, completeness, and alignment with client needs.
• Present coverage and pricing options to Producers for client consultation.
• Bind insurance coverage and coordinate the placement process.
• Review and verify coverage binders and supporting documentation.
• Accurately enter client and policy information into the agency management system.
• Maintain organized records and documentation throughout the marketing and placement process.
• Perform additional duties as assigned.

Qualifications:

• Active New Jersey Property & Casualty License required
• Minimum of 3 years of Commercial Lines insurance marketing experience
• Strong understanding of Commercial Lines insurance products, coverages, and policy structures
• Knowledge of carrier appetites, underwriting guidelines, coverage forms, and rating systems
• Experience with agency management systems (e.g., AMS360 or Applied Epic)
• Proficiency with Microsoft Office Suite, in particular Excel
• Strong verbal and written communication skills
• Exceptional organizational skills with the ability to prioritize and manage multiple deadlines
• Strong analytical and problem-solving abilities
• Ability to work independently while collaborating effectively with internal and external partners
• Excellent attention to detail and commitment to accuracy
• Employment is contingent upon the successful completion of our standard onboarding screening process

Hours: Monday-Friday, 9:00am-5:00pm

Office Location: 492 Franklin Avenue, Nutley, NJ 07110 (Hybrid Work Options)

Benefits:

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.