Commercial Lines Marketing Coordinator

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:

1. Work with Various Personalities and Skill Levels on the CL Sales Team
2. Build Rapport with Company Underwriters, Risk Managers, and Marketing Reps
3. Enter data on new prospects, or insureds, to be quoted into the main frame computer system
4. Research information required to quote such as driving records, vehicle information, property cards, etc.
5. If available, obtain property cards & photos from the appropriate internet sites.
6. Create applications, supplemental forms and any other items needed to submit account for quoting.
7. If we can quote in house, enter line of business data into the appropriate rating programs.
8. Attach quotes in the client’s file.
9. Track all quotes in the pipeline, as well as due dates, etc.
10. Provide Sales Executive with all documentation required for client signature once product sold. This includes LPR for proper cancellation.
11. Once Sales Executive obtains all signed documents and deposit payments, notify carrier to have policies issued, or upload thru rating system if appropriate
12. Enter all necessary activities and suspense to follow up on issuance of new policies per agency workflows and procedures.
13. Provide assistance to Account Managers for remarketing quoting as needed
14. Review Sales Executive suspense to keep current and assist Sales Executive with following up as needed.
15. 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.
16. Continuing education to keep abreast of industry, company, agency, and computer updates.
17. Maintains compliance of all related company policies, confidentiality, standardized procedures and regulations.
18. Other duties as assigned.

Secondary Responsibilities:

1. Take incoming calls and gather data from prospective clients when Sales Executive is unavailable
2. Learn about and utilize support programs such as Tarmika, Indio, EPIC Marketing Automation, etc. for sales support, checklists, etc.
3. As needed - provide quote proposals to Sales Executive.