Duncan Financial Group

Marketing

• Gather and analyze detailed information on clients’ business operations, exposures, and insurance needs
• Create accurate and complete insurance applications in the agency management system
• Submit applications and supporting documents to appropriate insurance carriers
• Collaborate with insurance agents to understand client objectives and coverage requirements
• Communicate with underwriters to negotiate terms and obtain quotes
• Review and compare quotes for accuracy, coverage, and pricing
• Prepare professional proposals and presentations for clients
• Maintain organized records of marketing activity, submissions, quotes, and proposals
• Ensure compliance with agency standards, carrier requirements, and regulatory guidelines
• Provide exceptional customer service and support throughout the marketing process

Commercial Lines Marketing Specialist, New Business