Responsibilities

• Market new and renewal commercial insurance accounts to appropriate carriers.
• Review applications, loss runs, exposure information, and supporting documents for accuracy and completeness.
• Identify missing information and work with the appropriate team member to obtain what is needed for a complete submission.
• Prepare clear, thorough, and professional submissions for carrier underwriters.
• Generate online quotes through carrier rating platforms for eligible small commercial risks.
• Communicate with underwriters regarding appetite, eligibility, pricing, coverage options, and outstanding requirements.
• Compare carrier proposals, premiums, coverage terms, exclusions, deductibles, and subjectivities.
• Prepare organized client proposals that clearly present available insurance options.
• Maintain accurate client, prospect, submission, and quote information in the agency management system.
• Track submissions and follow up with carrier partners to support established timelines.

Requirements

• At least five years of commercial lines insurance experience.
• Active New York State Property and Casualty insurance license.
• Demonstrated experience marketing or rating commercial insurance accounts.
• Working knowledge of commercial coverage forms, applications, loss runs, and underwriting requirements.
• Strong organizational, analytical, and problem-solving skills.
• Excellent attention to detail and commitment to accurate documentation.
• Professional written and verbal communication skills.
• Ability to prioritize multiple submissions, renewals, and deadlines.
• Comfort working with carrier portals, agency management systems, and Microsoft Office applications.
• Ability to work effectively in a fast-paced, team-oriented office environment.

Preferred

• Experience marketing both new business and renewal accounts.
• Established relationships with commercial carrier underwriters.
• Experience preparing and comparing proposals for small and middle-market commercial risks.
• Familiarity with multiple carrier rating and submission platforms.
• CPCU, CIC, CISR, CRM, or another recognized insurance designation.
• Experience working within an independent insurance agency.

Benefits

• 401(k) plan with a 4% employer match.
• Health Insurance, employer-paid 100%
• Life insurance, employer-paid 100%
• Dental and vision insurance are offered
• Generous vacation, sick, and personal paid time off