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.

• High School Diploma.
• Understanding of insurance work methods and procedures.
• Need to have an understanding of Commercial Coverages and Policies
• Ability to verbally effectively present information to clients, company and agency staff.
• Ability to work with Word and Excel
• Ability to be self-motivated, provide problem-solving capabilities and prioritize multiple tasks.
• Commitment to the company’s culture and established service standards.
• Ability to deal with and show discretion in confidential matters.
• 25% availability to travel outside of 25-mile radius and report to any office.
• Ability to sit, drive, bend, answer the phone, and perform computer input