Commercial Lines Marketing Associate

Walsh Duffield is a fifth-generation family-owned insurance agency that has been serving the needs of businesses and individuals since 1860. With offices in Buffalo, Rochester and Medina, NY, we are committed to the prosperity and growth of our employees, clients, partners and the communities we live in. Our associates embody our key values (integrity, evolution, support, inclusion, wellbeing) and contribute to an inclusive culture that guides our behaviors, actions and connections within our agency.

With a focus on overall wellbeing, we are proud to offer employees a comprehensive benefits package and an array of opportunities for growth and development.

JOB SUMMARY:

The Commercial Lines Marketing Associate will collaborate with our carrier partners and marketers to support our marketing efforts.

Agency specific training will be provided.

• · Handles the marketing of new business submissions
• · Provide support to business marketers, commercial lines department and WD management. Able to pull supporting information on a new/existing piece of business such as building information, experience mod history, running insurance to value estimators and running loss summaries as needed.
• · Resolve basic and routine administrative problems directly. Refers complex inquiries to more senior team members.
• · Complete online rating and quoting with various carriers.
• · Utilize strong communication skills to develop relationships with insurance carrier partners.
• · Participate in training and development opportunities for insurance coverage and marketplace knowledge.
• · Bind excess and surplus coverage as well as completing affidavits. This may include filing for WD’s excess license as well as uploading documents to ELANY website.
• · Maintain detailed documentation in our agency management system.
• · Complete cross training as needed.
• · Adhere to the stated expectations of the E&O Plus Quality Management Program.

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Hybrid Schedule

ADDITIONAL RESPONSIBILITIES

As a Commercial Line Marketing Associate, major responsibilities include but are not limited to:

• · Collect account information and assist in preparing client proposals.
• · Interact with others effectively by utilizing good communication skills; cooperate positively and provide information and guidance as needed to contribute to the business efforts of the agency.
• · Maintain required and additional continuing education requirements for license and/or professional designations.
• · Data collection and entry of application for insurance coverage.
• · Develop and maintain knowledge of commercial coverage including carrier appetite, procedures, underwriting and risk management techniques.
• · Accurately document conversations in agency management system with clients, sending confirmations to clients and adhering to all other agency procedures that are established.
• · Lookup carrier LCM’s and pull experience mods.
• · Actively refer clients to Group Benefits and Personal Lines Insurance Department for solicitation of new business.
• · Prepare analysis of client’s program for presentation by utilizing insurance summaries or customized insurance proposals.
• · Review and verify policies for requested coverage, correct information and proper pricing for new business.
• · Participate in training and seminar courses to maintain Property & Casualty license.
• · Participate in training and seminar courses to further Property & Casualty knowledge.
• · Perform other miscellaneous duties as assigned by agency management.

EDUCATION AND EXPERIENCE

• · 5 years of insurance sales, marketing or…