Commercial Lines Insurance Marketing Coordinator

Commercial Lines Insurance Marketing Coordinator

MountainOne Bank has an enduring commitment to the concept and practice of equal employment opportunity and affirmative action as well as to affirming the value of diversity and promoting a workplace free from discrimination. It is the policy of MountainOne Bank to provide equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, genetic information, age, disability, marital status, veteran status, or a person's relationship or association with a protected veteran, including spouses and other family members or any other protected characteristic under applicable law. This policy relates to all aspects of employment, including recruitment, selection, job assignment, training, compensation, benefits, discipline, promotion, transfer, the use of facilities, participation in all company sponsored employee activities, layoff, and termination processes. Provisions in applicable laws providing for bona fide occupational qualifications, business necessity or age limitations will be adhered to by the company where appropriate. Regular review helps ensure compliance with this policy.
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 insurance 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
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
Location - MountainOne-South St.
Full-Time/Part-Time - Full-Time
This position is currently accepting applications.