T E C Industrial Inc
Commercial Lines Renewal Marketing Associate – Rochester
T E C Industrial Inc, Rochester, New York, United States
Base Pay $65000.00 - $75000.00 / Year
Job Category Customer Service, Marketing
Employee Type Exempt
Contact information
Description
JOB SUMMARY The Commercial Lines Renewal Marketing Associate will collaborate with our carrier partners, account managers and marketers to support renewal business marketing efforts.
ESSENTIAL FUNCTIONS Agency specific training will be provided.
Provide support to the account managers, new business marketers, commercial lines department and WD management. Able to pull supporting information on a piece of business such as building information, experience mod history, running insurance to value estimators and running loss summaries as needed.
Resolve basic and routine administrative problems directly. Refers complex inquiries to more senior team members.
Complete online rating and quoting with various carriers.
Utilize strong communication skills to develop relationships with insurance carrier partners.
P aricipate in training and development opportunities for insurance coverage and marketplace knowledge.
Bind excess and surplus coverage as well as completing affidavits, total cost forms etc. This may include filing for WD’s excess license as well as uploading documents to ELANY website.
Maintain detailed documentation in our agency management system.
Complete cross training as needed.
Adhere to the stated expectations of the E&O Plus Quality Management Program.
ADDITIONAL RESPONSIBILITIES As a Commercial Line Renewal Marketing Associate, major responsibilities include but are not limited to:
Collect account information, evaluate the client’s needs; confidently discuss and agree on terms with carriers and clients and assist in preparing client proposals.
Interact with others effectively by utilizing good communication skills; cooperate positively and provide information and guidance as needed to contribute to the business efforts of the agency.
Maintain required and additional continuing education requirements for license and/or professional designations.
Data collection and entry of application for insurance coverage.
Develop and maintain knowledge of commercial coverage including carrier appetite, procedures, underwriting and risk management techniques.
Accurately document conversations in agency management system with clients, sending confirmations to clients and adhering to all other agency procedures that are established.
Lookup carrier LCM’s and pull experience mods.
Actively refer clients to Group Benefits and Personal Lines Insurance Department for solicitation of new business.
Prepare analysis of client’s program for presentation by utilizing customized insurance proposals or summaries as well as comparisons.
Review and verify policies for requested coverage, correct information and proper pricing for renewal.
Participate in training and seminar courses to maintain Property & Casualty license.
Perform other miscellaneous duties as assigned by agency management and team lead.
EDUCATION AND EXPERIENCE
3 years insurance industry knowledge, required
NYS Property & Casualty license (within 6 months of hire), required
KNOWLEDGE, SKILLS AND ABILITIES
Strong commitment to high quality service delivery.
Ability to work independently.
Ability to understand written and oral communication and interpret abstract information.
Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information and respond appropriately.
Knowledge of insurance products, usage and markets.
Ability to utilize computer systems and programs and understand functionality.
Proficiency in Microsoft office.
Time management, problem solving and decision making.
Ability to participate in a team environment.
Reports to/Department FLSA Job Classification Exempt (Full-Time)
ADA Requirements Walsh Duffield Cos., Inc. complies with the Americans with Disabilities Act. Reasonable accommodation may be made to qualified individuals with disabilities to perform the essential functions of this position.
Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies. The employee frequently is required to see, talk and hear. The employee is occasionally required to stand, walk, and reach with hands and arms.
The employee must regularly lift and/or move up to 10 pounds.
The noise level in the work environment is usually light.
This job description is intended to describe the normal level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs rise, or as required.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. All requirements may be modified to accommodate physically or mentally challenged staff members reasonably.
Walsh Duffield Cos., Inc. is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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Contact information
Description
JOB SUMMARY The Commercial Lines Renewal Marketing Associate will collaborate with our carrier partners, account managers and marketers to support renewal business marketing efforts.
ESSENTIAL FUNCTIONS Agency specific training will be provided.
Provide support to the account managers, new business marketers, commercial lines department and WD management. Able to pull supporting information on a piece of business such as building information, experience mod history, running insurance to value estimators and running loss summaries as needed.
Resolve basic and routine administrative problems directly. Refers complex inquiries to more senior team members.
Complete online rating and quoting with various carriers.
Utilize strong communication skills to develop relationships with insurance carrier partners.
P aricipate in training and development opportunities for insurance coverage and marketplace knowledge.
Bind excess and surplus coverage as well as completing affidavits, total cost forms etc. This may include filing for WD’s excess license as well as uploading documents to ELANY website.
Maintain detailed documentation in our agency management system.
Complete cross training as needed.
Adhere to the stated expectations of the E&O Plus Quality Management Program.
ADDITIONAL RESPONSIBILITIES As a Commercial Line Renewal Marketing Associate, major responsibilities include but are not limited to:
Collect account information, evaluate the client’s needs; confidently discuss and agree on terms with carriers and clients and assist in preparing client proposals.
Interact with others effectively by utilizing good communication skills; cooperate positively and provide information and guidance as needed to contribute to the business efforts of the agency.
Maintain required and additional continuing education requirements for license and/or professional designations.
Data collection and entry of application for insurance coverage.
Develop and maintain knowledge of commercial coverage including carrier appetite, procedures, underwriting and risk management techniques.
Accurately document conversations in agency management system with clients, sending confirmations to clients and adhering to all other agency procedures that are established.
Lookup carrier LCM’s and pull experience mods.
Actively refer clients to Group Benefits and Personal Lines Insurance Department for solicitation of new business.
Prepare analysis of client’s program for presentation by utilizing customized insurance proposals or summaries as well as comparisons.
Review and verify policies for requested coverage, correct information and proper pricing for renewal.
Participate in training and seminar courses to maintain Property & Casualty license.
Perform other miscellaneous duties as assigned by agency management and team lead.
EDUCATION AND EXPERIENCE
3 years insurance industry knowledge, required
NYS Property & Casualty license (within 6 months of hire), required
KNOWLEDGE, SKILLS AND ABILITIES
Strong commitment to high quality service delivery.
Ability to work independently.
Ability to understand written and oral communication and interpret abstract information.
Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information and respond appropriately.
Knowledge of insurance products, usage and markets.
Ability to utilize computer systems and programs and understand functionality.
Proficiency in Microsoft office.
Time management, problem solving and decision making.
Ability to participate in a team environment.
Reports to/Department FLSA Job Classification Exempt (Full-Time)
ADA Requirements Walsh Duffield Cos., Inc. complies with the Americans with Disabilities Act. Reasonable accommodation may be made to qualified individuals with disabilities to perform the essential functions of this position.
Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies. The employee frequently is required to see, talk and hear. The employee is occasionally required to stand, walk, and reach with hands and arms.
The employee must regularly lift and/or move up to 10 pounds.
The noise level in the work environment is usually light.
This job description is intended to describe the normal level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs rise, or as required.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. All requirements may be modified to accommodate physically or mentally challenged staff members reasonably.
Walsh Duffield Cos., Inc. is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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