Commercial Lines Marketing Coordinator

Position: Commercial Lines Marketing Coordinator

Reports to: Sr. Vice President Sales

Grade Level: 106

Supervises: None

Work Location: North Adams, Pittsfield, West Springfield, Longmeadow, or Greenfield

The salary range for this position is $55,000-$75,000

The Commercial Lines Marketing Coordinator is responsible for providing administrative support to the Commercial Lines Sales Executives.

• Work with various personalities and skill levels on the CL Sales Team
• Build rapport with company underwriters, risk managers, and marketing reps
• Enter data on new prospects, or insureds, to be quoted into the main frame computer system
• Research information required to quote such as driving records, vehicle information, property cards, etc.
• If available, obtain property cards & photos from the appropriate internet sites
• Create applications, supplemental forms and any other items needed to submit account for quoting
• If we can quote in house, enter line of business data into the appropriate rating programs
• Attach quotes in the client’s file
• Track all quotes in the pipeline, as well as due dates, etc.
• Provide Sales Executive with all documentation required for client signature once product sold. This includes LPR for proper cancellation
• Once Sales Executive obtains all signed documents and deposit payments, notify carrier to have policies issued, or upload thru rating system if appropriate
• Enter all necessary activities and suspense to follow up on issuance of new policies per agency workflows and procedures
• Provide assistance to Account Managers for remarketing quoting as needed
• Review Sales Executive suspense to keep current and assist Sales Executive with following up as needed
• At the direction of the Sales Executive update computer prospect files for prospects which decline to purchase from us – either close file or pend for following year
• Continuing education to keep abreast of industry, company, agency, and computer updates
• Maintains compliance of all related company policies, confidentiality, standardized procedures and regulations
• Other duties as assigned

• Take incoming calls and gather data from prospective clients when Sales Executive is unavailable
• Learn about and utilize support programs such as Tarmika, Indio, EPIC Marketing Automation, etc. for sales support, checklists, etc.
• As needed - provide quote proposals to Sales Executive