
Commercial Lines Marketing Specialist
Acrisure
full-time
Posted on:
Location Type: Hybrid
Location: RYE BROOK • New York • United States
Visit company websiteExplore more
Salary
💰 $65,000 - $82,000 per year
About the role
- Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as quote and issue policies, proposals, renewals, follow-up, and correspondence.
- Respond to client inquiries and company requests on a timely basis.
- Become proficient in carrier websites for quoting when remarketing an account or adding additional lines of coverage.
- Keep your desk and files organized at all times.
- Perform superior customer service at all times.
- Properly utilize the management system to keep track of all pending items.
- Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
- Collect renewal data on assigned accounts.
- Maintain accuracy of client data in agency management system (Applied Systems / EPIC).
- Document all activities in agency management system (Applied Systems / EPIC).
- Understand and utilize upload, download and interface technology.
- Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
- Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
- Maintain knowledge of current underwriting requirements of contracted insurance carriers.
- Maintain knowledge of policy provisions and any changes in these provisions.
- Complete other functions and assignments as assigned including back-up duties.
Requirements
- Minimum of 2 years of experience in insurance or financial services industry, preferably in Commercial Lines
- Strong organizational skills- ability to prioritize and be proactive
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Excellent verbal and written communication skills as well as strong interpersonal skills
- Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form
- Applied Systems / EPIC experience highly preferred
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurancefinancial servicesaccount transactionscustomer serviceunderwritingpolicy provisionsdata accuracyproblem solvingorganizational skillscommercial lines
Soft Skills
communicationinterpersonal skillsproactiveprioritizationverbal communicationwritten communicationattention to detailsensitivity to problemsadaptabilityteam collaboration