Commercial Lines Inside Sales & Marketing Coordinator
Deland, Gibson Insurance Associates, Wellesley, Massachusetts, us, 02482
Location:
Wellesley/Franklin, MA
Job Id: 184
# of Openings: 1
Location:
Wellesley or Franklin, MA
The
Commercial Lines Inside Sales & Marketing Coordinator
plays a critical role in driving profitable new business growth for Deland, Gibson. This role is designed as a developmental position , beginning with a primary focus on commercial lines marketing, quoting, binding, and issuing new business, and evolving into a full inside sales role over time.
Initially, this position supports producers and the sales organization by efficiently handling select-market and small commercial opportunities—ensuring speed to quote, accuracy in placement, and a high-quality client experience. As the role matures, it will take on greater responsibility for owning inbound leads, producer handoffs, and inside sales opportunities , operating within DG’s Ideal Client Profile and GRIP-based sales process. This role is essential to protecting producer capacity, maintaining carrier relationships, and supporting DG’s scalable growth strategy.
KEY RESPONSIBILITIES Phase One: Commercial Marketing & New Business Execution
Market, quote, present, bind, and issue new Select Market commercial insurance accounts
Work closely with producers, account managers, and carrier partners throughout the new business lifecycle
Gather underwriting information, submit applications, and manage carrier follow-ups
Ensure accuracy and completeness of policy documentation and issuance
Support remarketing efforts when needed
Accurately enter and maintain data in Applied Epic and related systems
Identify, qualify, and engage new business opportunities through inbound leads, producer handoffs, and outbound outreach
Conduct discovery conversations aligned with DG’s GRIP sales framework
Educate and advise prospects on coverage options and risk considerations (within defined authority)
Present proposals and close business within assigned parameters
Transition bound accounts smoothly into the service team with proper onboarding and documentation
Maintain clear, professional communication with clients, carriers, and internal stakeholders
Uphold DG’s value proposition, service standards, and consultative approach
Qualifications
Bachelor’s degree in business, sales, marketing, or related field preferred
2+ years of Property & Casualty insurance experience
Active Massachusetts P&C License required
Strong understanding of commercial insurance coverages and underwriting basics
Sales aptitude with a consultative mindset
Exceptional attention to detail and follow-through
Strong written and verbal communication skills
Proficiency in Microsoft Office; familiarity with Applied Epic preferred
Core Competencies
Highly organized with the ability to manage multiple priorities
Comfortable working with data, metrics, and sales activity tracking
Self-motivated and accountable; thrives in a fast-paced environment
Coachable, curious, and eager to develop sales and advisory skills
Professional presence with the ability to collaborate across departments
Growth-oriented mindset aligned with performance and continuous improvement
SUPERVISORY RESPONSIBILITY This position does not have any supervisory responsibilities.
WORK ENVIRONMENT This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, tablets, phones, multi-function printers, and fax machines.
PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to talk and/or listen; frequently stand; walk; sit for extended periods of time; frequently use hands/fingers to handle/feel when operating a computer and other office equipment; reach with hands and arms.
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Wellesley/Franklin, MA
Job Id: 184
# of Openings: 1
Location:
Wellesley or Franklin, MA
The
Commercial Lines Inside Sales & Marketing Coordinator
plays a critical role in driving profitable new business growth for Deland, Gibson. This role is designed as a developmental position , beginning with a primary focus on commercial lines marketing, quoting, binding, and issuing new business, and evolving into a full inside sales role over time.
Initially, this position supports producers and the sales organization by efficiently handling select-market and small commercial opportunities—ensuring speed to quote, accuracy in placement, and a high-quality client experience. As the role matures, it will take on greater responsibility for owning inbound leads, producer handoffs, and inside sales opportunities , operating within DG’s Ideal Client Profile and GRIP-based sales process. This role is essential to protecting producer capacity, maintaining carrier relationships, and supporting DG’s scalable growth strategy.
KEY RESPONSIBILITIES Phase One: Commercial Marketing & New Business Execution
Market, quote, present, bind, and issue new Select Market commercial insurance accounts
Work closely with producers, account managers, and carrier partners throughout the new business lifecycle
Gather underwriting information, submit applications, and manage carrier follow-ups
Ensure accuracy and completeness of policy documentation and issuance
Support remarketing efforts when needed
Accurately enter and maintain data in Applied Epic and related systems
Identify, qualify, and engage new business opportunities through inbound leads, producer handoffs, and outbound outreach
Conduct discovery conversations aligned with DG’s GRIP sales framework
Educate and advise prospects on coverage options and risk considerations (within defined authority)
Present proposals and close business within assigned parameters
Transition bound accounts smoothly into the service team with proper onboarding and documentation
Maintain clear, professional communication with clients, carriers, and internal stakeholders
Uphold DG’s value proposition, service standards, and consultative approach
Qualifications
Bachelor’s degree in business, sales, marketing, or related field preferred
2+ years of Property & Casualty insurance experience
Active Massachusetts P&C License required
Strong understanding of commercial insurance coverages and underwriting basics
Sales aptitude with a consultative mindset
Exceptional attention to detail and follow-through
Strong written and verbal communication skills
Proficiency in Microsoft Office; familiarity with Applied Epic preferred
Core Competencies
Highly organized with the ability to manage multiple priorities
Comfortable working with data, metrics, and sales activity tracking
Self-motivated and accountable; thrives in a fast-paced environment
Coachable, curious, and eager to develop sales and advisory skills
Professional presence with the ability to collaborate across departments
Growth-oriented mindset aligned with performance and continuous improvement
SUPERVISORY RESPONSIBILITY This position does not have any supervisory responsibilities.
WORK ENVIRONMENT This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, tablets, phones, multi-function printers, and fax machines.
PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to talk and/or listen; frequently stand; walk; sit for extended periods of time; frequently use hands/fingers to handle/feel when operating a computer and other office equipment; reach with hands and arms.
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