Commercial Lines Marketing Analyst

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


Job Title: Commercial Lines Marketing Analyst

Department: Commercial Lines

Reports To: Commercial Lines Manager

FLSA Status: Exempt

Job Code: TBD


Summary:  The CL Marketing Analyst is responsible for providing service support at the direction of the Commercial Lines Manager, Marketing Manager, and Producer. The CL Marketing Analyst provides customer service by handling the day to day operations of clients' insurance needs pertaining to the marketing of the insurance coverage.


Essential Duties and Responsibilities

Assist in the marketing of new and renewal business according to Agency procedures.


In conjunction with Team members, obtain underwriting information from prospects and/or clients.


Complete new and/or renewal business applications for marketing purposes.  


Obtain best pricing and insurance protection for new and existing clients.


Review and analyze quotes including coverage, limits, forms and premiums received from carriers.


Accurately prepare proposals and other necessary documents for presentation to client.


Create issuance instructions of policies, issue binders and other items required to bind insurance coverage.


Document correspondence, written & verbal in The Agency Manager system


Maintain detail knowledge of the products and services offered to clients.


Participates in required continuing professional development.


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


Supervisory Responsibilities                                        

There are no supervisory responsibilities for this position.


Qualifications 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.


Language Skills                                                

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of organization.


Mathematical Skills                                                     

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.


Reasoning Ability                                             

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.


Computer Skills                                               

To perform this job successfully, an individual should have knowledge of Microsoft Outlook, Agency Management systems, Spreadsheet software and Word Processing software.


Certificates, Licenses, Registrations

Must hold current 2-20 General Lines License. 


Other Skills and Abilities                                             

Full knowledge of insurance markets.


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; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, depth perception and ability to adjust focus.


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