Commercial Insurance Marketing Specialist

The Heritage Group is seeking an experienced Commercial Lines Marketing Specialist to join our Commercial Insurance division in Niskayuna, New York.

This position plays an important role in developing competitive insurance solutions for new and existing commercial clients. You will work closely with our Commercial Lines team and carrier partners to evaluate risks, prepare submissions, obtain and compare quotes, and develop professional proposals.

The ideal candidate has strong commercial insurance knowledge, established marketing and rating experience, and the ability to manage multiple submissions and renewal deadlines without sacrificing accuracy. We are looking for someone who takes ownership of their work, communicates effectively, and knows how to match a client’s exposures with appropriate carrier options.

What Success Looks Like

A successful Commercial Lines Marketing Specialist at The Heritage Group:

• Produces complete, accurate, and well-organized carrier submissions.

• Understands carrier appetite and selects appropriate markets for each risk.

• Proactively follows up on submissions, quotes, subjectivities, and approaching deadlines.

• Identifies material differences between carrier proposals.

• Communicates clearly with underwriters and agency team members.

• Maintains accurate and timely documentation in the agency management system.

• Takes ownership of assignments and follows through without repeated reminders.

• Remains organized and solutions-focused when priorities change.

• Contributes positively to a collaborative, client-focused team.

Compensation and Benefits

The salary range for this position is $110,000 to $140,000 annually , based on relevant experience, qualifications, licensing, technical knowledge, and job-related skills.

The Heritage Group also offers:

• 100% employer-paid health insurance.

• 100% employer-paid life insurance.

• Dental and vision insurance options.

• Generous vacation, sick, and personal paid time off.

• 401(k) plan with a 4% employer match.

• Company-paid continuing education for insurance designations.

About The Heritage Group

The Heritage Group has provided insurance services, solutions, and professional guidance to businesses and individuals since 1993. Our consultative approach is supported by more than 100 years of combined experience in designing and implementing comprehensive insurance solutions.

We are looking for an experienced insurance professional who values accuracy, accountability, teamwork, responsive communication, and exceptional client service.