Position: Commercial Lines Marketing Coordinator
Reports to: Sr. Vice President Sales
Grade Level: 106
Supervises: None
Work Location: North Adams, Pittsfield, West Springfield, Longmeadow, or Greenfield
The salary range for this position is $55,000-$75,000
The Commercial Lines Marketing Coordinator is responsible for providing administrative support to the Commercial Lines Sales Executives.
Primary Responsibilities:
- Work with Various Personalities and Skill Levels on the CL Sales Team
- Build Rapport with Company Underwriters, Risk Managers, and Marketing Reps
- Enter data on new prospects, or insureds, to be quoted into the main frame computer system
- Research information required to quote such as driving records, vehicle information, property cards, etc.
- If available, obtain property cards & photos from the appropriate internet sites.
- Create applications, supplemental forms and any other items needed to submit account for quoting.
- If we can quote in house, enter line of business data into the appropriate rating programs.
- Attach quotes in the client’s file.
- Track all quotes in the pipeline, as well as due dates, etc.
- Provide Sales Executive with all documentation required for client signature once product sold. This includes LPR for proper cancellation.
- Once Sales Executive obtains all signed documents and deposit payments, notify carrier to have policies issued, or upload thru rating system if appropriate
- Enter all necessary activities and suspense to follow up on issuance of new policies per agency workflows and procedures.
- Provide assistance to Account Managers for remarketing quoting as needed
- Review Sales Executive suspense to keep current and assist Sales Executive with following up as needed.
- At the direction of the Sales Executive update computer prospect files for prospects which decline to purchase from us – either close file or pend for following year.
- Continuing education to keep abreast of industry, company, agency, and computer updates.
- Maintains compliance of all related company policies, confidentiality, standardized procedures and regulations.
- Other duties as assigned.
Secondary Responsibilities:
- Take incoming calls and gather data from prospective clients when Sales Executive is unavailable
- Learn about and utilize support programs such as Tarmika, Indio, EPIC Marketing Automation, etc. for sales support, checklists, etc.
- As needed - provide quote proposals to Sales Executive.
