Commercial Lines Assistant

Brown & Brown Insurance

Marketing Assistant supporting the Commercial Lines Department in achieving agency sales goals and service standards. Involvement in prospecting new accounts and evaluating quotations in Rochester, NY.

Posted 7/23/2026full-timeRochester • New York • 🇺🇸 United StatesMid-LevelSenior💰 $36 - $41 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong technical knowledge of commercial lines insurance coverage, proficiency in agency automation, and the ability to analyze customer insurance needs while maintaining compliance with underwriting criteria and marketing policies.

Highest-signal resume keywords

Commercial Lines Insurance CoverageProperty & Casualty Agent’s LicenseAgency Automation ProficiencyQuotation Preparation and ModificationCustomer Insurance Needs Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk Potential DevelopmentCarrier Underwriting Criteria KnowledgeQuotation EvaluationPolicy Order PreparationTask File Management

Soft Skills

Attention to DetailCommunication SkillsFollow-Up Skills

Certifications & Qualifications

Property & Casualty Agent’s License

Industry Keywords

Insurance MarketingCarrier Issued PoliciesCommercial Lines Procedure ManualOnline Rating Proficiency

About the role

Key responsibilities & impact

Assist in the prospecting of new accounts by supporting sales staff as requested, soliciting rounding opportunities, assisting in developing risk potential, and analyzing customer insurance needs
Responsible for the marketing of assigned accounts, obtaining and evaluating quotations, and determining and recommending markets
Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policy
Know which rates are approved by the respective carriers and be able to explain the rating of any policy
Learn and become proficient with various carriers online rating
Prepare complete and accurate submissions
Prepare and/or modify quotations when required
Maintain a task file for proper follow up of outstanding quotation requests
Prepare policy orders to the successful carrier, binding, and invoicing as appropriate
Where requested, check carrier issued policies for accuracy
Inform carrier and client of forthcoming corrections
Utilize agency automation with a high level of knowledge and proficiency
Follow procedures as established in the Commercial Lines Procedure Manual
Pursue a program of personal and professional development

Requirements

What you’ll need

High school diploma required
Strong technical knowledge of coverage in all commercial lines' insurance coverage
Property & Casualty Agent’s or Broker’s License, required
College Degree in a business-related field (preferred)
3+ years general agency/company experience (preferred)

Benefits

Comp & perks

Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.