Financial Operations Manager
dentsu Austria
Commercial Lines Marketing Specialist, New Business
Duncan Financial Group
full-time
Posted on:
Origin: • 🇺🇸 United States • Ohio
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
Requirements
- High School Diploma required
- Associate or Bachelor’s Degree desired
- Previous experience in commercial lines insurance marketing, account management, or underwriting preferred
- Must have a valid and relevant Property & Casualty license within the state of business
- Strong knowledge of commercial insurance products and carrier guidelines
- Ability to analyze coverage options and present recommendations clearly
- Proficiency with Microsoft Office Suite
- Experience with an insurance agency management system, preferably Applied Epic
- Excellent organizational, communication, and time management skills
- Attention to detail and commitment to accuracy
- Employment is contingent upon successful completion of a criminal background check, as permitted by law
