Commercial Insurance Marketing Assistant

Commercial Lines Assistant Account Manager (Marketing)

Seeking a detail-oriented and proactive Commercial Lines Assistant Account Manager to join a dynamic team. This role is pivotal in supporting marketing efforts and ensuring seamless operations within the Commercial Lines department. The ideal candidate will possess strong organizational skills a collaborative mindset and the ability to work independently while maintaining a high level of professionalism. This is a hybrid position requiring 2-3 days in the office with flexibility for exceptional candidates within driving distance.

• Salary: Up to $65000 annually commensurate with experience.
• Benefits: Comprehensive benefits package.
• Work Arrangement: Hybrid (2-3 days in-office). Fully remote candidates within driving distance may be considered.

• Proactively monitor the marketing inbox daily to manage incoming renewal marketing requests and ensure timely distribution to team members.
• Maintain and track all marketing submissions through the InsuredMine platform ensuring consistent follow-up and visibility.
• Review marketing submissions for completeness and collaborate with Sales Producers to gather necessary details.
• Prepare and organize insurance applications for submission verifying accuracy and completeness.
• Assist in drafting polished client-focused proposals aligned with Sales Producer strategies and client objectives.
• Coordinate post-bind communications by sending onboarding letters to clients and introducing the assigned Account Manager.
• Review bound policies to confirm coverage accuracy and alignment with quoted proposals.
• Maintain and update client and policy information in the agency management system to ensure data integrity.
• Once trained assist with rating accounts and providing preliminary indications as part of the submission process.
• Support the marketing team with various tasks and special projects aimed at enhancing efficiency and effectiveness.

• Experience: Prior experience in a Commercial Lines Assistant Account Manager role or similar position within an independent agency is required.
• Education: Relevant certifications or licenses are preferred but not mandatory.
• Technical Skills: Proficiency in Epic software and familiarity with InsuredMine or similar platforms is highly desirable.
• Soft Skills:
  • Strong written and verbal communication skills with excellent grammar and professionalism.
  • Ability to work independently while being a collaborative team player.
  • Self-sufficient and proactive with the ability to manage tasks without constant supervision.
  • Non-confrontational and adaptable to a team-oriented culture.
• Location: Candidates must be within driving distance of the office. Fully remote candidates will be considered if they can attend in-office meetings quarterly.

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