Commercial Lines Marketing Assistant

Job ID
# of Openings
Commercial Lines
US-FL-Lake Mary


Job Title: Commercial Lines Marketing Assistant

Department: Commercial Lines

Reports To: Commercial Lines Manager

FLSA Status: Non-exempt

Job Code: Admin II


Summary The Marketing Assistant supports the Marketing Analysts, Account Managers, and Producers with the marketing and binding of new and renewal business. Responsibilities include information gathering, completion of applications, marketing, online rating, and proposals shell creation



Essential Duties and Responsibilities include the following. Other duties may be assigned.


Assists the marketing analysts with contacting current and prospective clients to obtain information needed to complete applications and market account.


Completes supplemental applications and accord applications as needed.


Follows up for outstanding quotes from carriers/brokers.


Downloads quotes and policies from carrier websites and attaches copies to EPIC.


Rates lines of coverage as needed on carrier/broker websites.


Creates proposal shells and enters quote information onto proposals to assist the Marketing Analysts.


Prepares finance contracts and invoices.


Assists the service team by issuing certificates of insurance and filing claims if additional backup is needed.


Sets up QBIL activity when accounts bind and follows up with clients regarding outstanding payments.


Attends carrier/broker meetings to learn more about the different markets and build relationships.


Participates in required continuing professional development.


Follows Agency procedures with respect to all essential duties and responsibilities of the job



To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Education and/or Experience                                                  

Bachelor's degree (B. A.) from four-year college or university and one to two years related experience and/or training; or equivalent combination of education and experience.


Certificates, Licenses, Registrations

Must hold current 4-40 or 2-20 General Lines License or obtain the 4-40 license within 60 days of employment.


Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds and/or move up to 25 lbs. Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus.



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