Commercial Lines Marketing Coordinator

MountainOne Insurance • Pittsfield, MA • 5h ago

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. Position Requirements - 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

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