General Description: Provide support to the small commercial lines (Select) producers by completing technical resource related tasks required to secure new business. Assist with the marketing/placement of small business accounts with carriers.
Responsibilities:Assist the Regional Marketing Specialist to review, input, submit, and document new business submissions in agency management systems.Utilize carrier rating tools to obtain comprehensive and competitive quotes for accounts up to 5k in revenue. Under guidance, complete follow-up calls to carrier underwriters.     Under guidance, negotiate terms with carriers on client’s behalf. Assist with client’s proposal preparation and binding coverage with underwriters.Develop and maintain strong relationships with the sales team. Participate in marketing review meetings to understand client’s insurance needs.  Build effective relationships with carrier partners. Assist the Regional Marketing Specialist with submission inventory. Includes terms, rates, commission, and carrier responses. With guidance, assist in coordinating carrier engagement meetings. Adhere to the National Code Strategy in assigned region. Keep current with industry, new product information, coverages, and technology.
Knowledge, Skills and Abilities:1-2 years of experience in Commercial Property & Casualty. Basic understanding of Property & Casualty insurance coverages, placement, underwriting, and rating concepts.Must hold Property & Casualty insurance license or willing to obtain within six months of hire.Desire to pursue industry designations such as CIC, ARM, AAI, CPCU preferred.Familiarity with Power BI and data analytic tools, including ability to read data. Knowledge of insurance carrier systems for submission and quoting is a plus.Ability to work in a fast-paced, team environment.Sets priorities and manages workflow to ensure efficient, timely, and accurate work.Working knowledge of Microsoft Office products, including Word and Excel preferred.Strong communication and organizational skills.
Physical Demands: Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals and toxins. Employees operate office equipment including telephone – headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, bending, and typing.

Analysis of Physical Demands: Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.Frequently (34% - 66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend.Occasionally (1% - 33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work, and occasionally reach outward to grab items, and bend.Rarely (<1 hour per week) work performed requires lifting/carrying items that range from 10-50 lbs., pushing/pulling items that range from 10-50 lbs., twisting/turning including reaching over shoulder or above head, kneeling or squatting.