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Insurance P&C Commercial Lines Marketing Manager

Company: The Heritage Group
Location: Latham
Posted on: March 20, 2023

Job Description:

We are seeking a highly motivated, detailed-oriented insurance professional who possesses a strong ability to work in a team setting, meet deadlines and contribute to our growing commercial lines department. The role entails working closely with the vice president of sales/marketing for quoting, negotiating, and placing small business and middle-market commercial line accounts for new and renewal business. -This role is multi-faceted and fast-paced where the individual must be knowledgeable in a variety of risks and have extensive knowledge in dealing with many different insurance company underwriters and their quoting systems. -


--- 100% Employer Paid Group Health & Life Insurance
--- Employer paid 4% match in company 401k
--- Group Dental, Vision Insurance offered
--- Remote work from home option after training
--- Employer-paid Designation education
--- Generous Vacation Schedule
--- Paid personal and sick time
--- Expanded Holiday Schedule
--- Holiday Bonus

--- Taking new business phone calls to get basic information when the vice president is busy or out of office, adding prospects to the agency management system
--- Setting up submissions, -applications, tracking submissions, ordering loss runs as needed & linking with existing relationships
--- Using a Commercial Lines comparative rater to quote small business risks, dealing directly with underwriters of various insurers for all lines of coverage including Cyber, EPLI, IM, Professional Lines, D&O, Crime, etc.
--- Reading and reviewing proposals and coverage forms for accuracy -
--- Setting up finance agreements
--- Working with accounting /CSR to get invoices set up for new business and renewals -
--- Doc-u-sign applications and other documents for signature
--- Binding coverages online with insurers
--- Checking and reviewing policies to make sure the policies are issued exactly as requested.
--- Setting up EFT billing, pay-as-you-go billing with new clients for WC
--- Processing BORs, issuing binders, COI, EOP, and auto Insurance cards
--- Preparing spreadsheets and proposals for prospects and existing clients

--- NYS P&C insurance license required
--- Attention to detail
--- strong follow-up
--- Excellent written and verbal communication skills
--- Superior problem-solving skills
--- A High School degree required

About Company:
Since 1993, The Heritage Group has been providing insurance services, solutions, and professional advice to businesses and individuals. Our approach is highly consultative, leveraging over 100 years of combined experience in designing and implementing innovative, comprehensive insurance solutions.

Keywords: The Heritage Group, Albany , Insurance P&C Commercial Lines Marketing Manager, Executive , Latham, New York

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