• Account Coordinator - CL

    Job ID
    # of Openings
    Commercial Lines Service
    US-NY-White Plains
  • Overview

    Job Title: Marketing Coordinator - CL

    Department: Commercial Lines

    Reports to: Marketing Manager

    FLSA Status: Non-exempt


    Summary The Marketing Coordinator assists the Marketing Manager and other department personnel by marketing and rating new and existing client business accounts by using vendor proprietary websites to quote and issue policies, communicating with underwriters and  various company personnel for timely processing of work, performing data entry on company specific applications and spreadsheets for additional marketing opportunities, assisting with the preparation of client proposals, general data entry of procedural documentation and other tasks by performing the duties below.


    Essential Duties and Responsibilities


    Initial client set-up in AMS360 as well as organizing and documenting the AMS360 System and Network J Drive with account information and correspondence.


    Update marketing status worksheets for both clients and department.


    Assist with completing applications and sending to market.


    Setting up and sending requests for finance agreements when needed.


    Issuing binders, auto ID cards and certificates of insurance.


    Access state funds for quoting and reviewing them for accuracy.


    Accessing and using Reference Connect.


    Help check policies for accuracy once they are downloaded or produced by the company.


    Learn standard markets capabilities and appetite, as well as rating software, site navigation forms, apps, risk meter and MSB evaluations.


    Learn wholesale markets, how to access them, and what their capabilities are.


    Work with Producers, Account Executives and Managers, supplying supplemental applications, helping to create COPE data, and getting underwriter questions answered.


    Stay current with industry trends and company updates on products, as well as work towards obtaining your P&C license.



    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                                                  

    One-year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience. Basic understanding of underwriting and insurance coverages.


    Language Skills                                              

    Ability to read and interpret documents such as insurance policies, Agency policies and procedures, and safety rules. 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 agency management software; Internet software; Spreadsheet software and Word Processing software.


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