Walsh Insurance · 1 day ago
Commercial Lines Renewal Marketing Associate
Rochester, NY
Full-time
Onsite
Mid Level
3+ years expWalsh Insurance is seeking a Commercial Lines Renewal Marketing Associate to support renewal business marketing efforts by collaborating with carrier partners and account managers. The role involves collecting account information, developing relationships with insurance carriers, and maintaining documentation in the agency management system.
FinanceFinancial ServicesInsurance
Responsibilities
Provide support to the account managers, new business marketers, commercial lines department and WD management
Able to pull supporting information on a 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, total cost forms etc
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
Collect account information, evaluate the client’s needs; confidently discuss and agree on terms with carriers and clients 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 customized insurance proposals or summaries as well as comparisons
Review and verify policies for requested coverage, correct information and proper pricing for renewal
Participate in training and seminar courses to maintain Property & Casualty license
Perform other miscellaneous duties as assigned by agency management and team lead
Qualification
Required
3 years 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
Company
Walsh Insurance
Walsh Insurance is a fifth-generation family-owned insurance agency dedicated to helping individuals and businesses proactively manage their risk to remain safe and well.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Sean Keenan, CPCU
President & COO
Company data provided by crunchbase