Commercial Lines New Business Marketing Specialist

Commercial Lines New Business Marketing Specialist

L. Calvin Jones, a partner of Duncan Financial Group, has operated as an independent insurance agency serving individuals and businesses of Ohio and Western Pennsylvania, extending solutions across the continental United States. Our team of experts provide business, personal, employee benefits and surety bonds insurance solutions with a keen focus on the construction, commercial real estate, habitation, and hospitality industries.

Position Summary:

The Commercial Lines New Business Marketing Specialist is responsible for supporting the sales process by gathering client information, preparing insurance applications, and marketing accounts to carriers. This role works closely with insurance agents, underwriters, and clients to obtain competitive quotes and prepare proposals that meet client needs.

Key Responsibilities:

• 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.

Qualifications:

• 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 as well as 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.

Hours and Benefits:

Monday-Friday, 8:30am-5:00pm

• Competitive Compensation
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

L. Calvin Jones is an equal opportunity employer. We are committed to providing a work environment that is free from discrimination and harassment.