Marketing Specialist, Commercial Lines

Hartford, Connecticut (US)
commensurate with experience
Nov 27, 2018
Jan 26, 2019
Customer Service
Job Type
Full Time

The Commercial Lines Marketing Specialist will assist the producers in the marketing and placement of commercial accounts.


  • Provide market knowledge and expertise to all agency employees with respect to commercial lines.
  • Set up and maintain prospect files in agency management system and complete all applications.
  • Utilize carrier rating systems to underwrite, quote and issue commercial accounts.
  • Work with company underwriters on the manual submission of business where online submissions are not available.
  • Obtain necessary underwriting information needed to quote as directed by managers and producers.
  • Work pro-actively to meet all quoting deadlines.
  • Negotiate optimum coverage terms and pricing with company underwriters.
  • Assist in transition of prospect files from marketing to service once coverage is bound.
  • Develop a broad knowledge base and a sound understanding of the insurance industry with respect to coverage and exposure, through ‘on the job’ training.
  • Follow department policies and procedures closely. Prioritize work according to established guidelines.
  • Assist manager in any special projects as needed


  • High School diploma required.
  • Property/Casualty agent's license required
  • Experience in the market
  • Proficient with Applied EPIC preferred