Commercial Lines Renewal Marketing Associate

Commercial Lines Renewal Marketing Associate

Walsh Insurance

The Commercial Lines Renewal Marketing Associate will collaborate with our carrier partners, account managers and marketers to support renewal business marketing efforts.

• Provide support to the account managers, new business marketers, commercial lines department and WD management. Pull supporting information on a piece of business such as building information, experience modulus history, running insurance-to-value estimators and running loss summaries as needed.
• Resolve basic and routine administrative problems directly; refer 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 complete affidavits, total cost forms, etc. This may include filing for WD’s excess license and uploading documents to the ELANY website.
• Maintain detailed documentation in our agency management system.
• Complete cross training as needed.
• Adhere to the expectations of the E&O Plus Quality Management Program.

• Collect account information, evaluate client needs; confidently discuss and agree on terms with carriers and clients and assist in preparing client proposals.
• Interact with others effectively, utilize good communication skills, cooperate positively and provide guidance as needed to contribute to agency business efforts.
• Maintain required and additional continuing education requirements for license and/or professional designations.
• Log 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 the agency management system with clients, send confirmations, and adhere to all agency procedures.
• Lookup carrier LCMs and pull experience mods.
• Actively refer clients to Group Benefits and Personal Lines Insurance Department for new business solicitation.
• Prepare analysis of client programs for presentation using customized insurance proposals or summaries and comparisons.
• Review and verify policies for requested coverage, correct information and proper pricing for renewal.
• Participate in training and seminar courses to maintain a Property & Casualty license.
• Perform other miscellaneous duties as assigned by agency management and team lead.

• 3 years of insurance industry knowledge (required).
• NYS Property & Casualty license (within 6 months of hire) (required).

• Strong commitment to high‑quality service delivery.
• Ability to work independently.
• Ability to understand written and oral communication and interpret abstract information.
• Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
• Knowledge of insurance products, usage and markets.
• Ability to utilize computer systems and programs and understand functionality.
• Proficiency in Microsoft Office.
• Time management, problem‑solving and decision‐making.
• Ability to participate in a team environment.

Reports to:

Marketing Team Lead

FLSA Job Classification:
Exempt (Full‑Time)

Walsh Duffield Cos., Inc. complies with the Americans with Disabilities Act. Reasonable accommodation may be made to qualified individuals with disabilities to perform the essential functions of this position.

The physical demands include regular sitting, use of hands with a computer, speaking, hearing, occasional standing, walking, reaching, and lifting up to 10 pounds. The workplace noise level is usually light. Other duties may be assigned as needed.

Qualified candidates should apply on our website:

Walsh Duffield Cos., Inc. is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.