Wholesale Marketing Assistant

Responsibilities

• Assist producers and brokers in preparing, reviewing, and marketing new and renewal business submissions to insurance carriers.
• Compile and organize underwriting information, applications, loss runs, exposure schedules, and supporting documentation.
• Coordinate with underwriters to obtain quotes, negotiate terms, and follow up on outstanding submissions.
• Prepare quote comparisons, coverage summaries, and proposals for review by producers and brokers.
• Track submission activity, carrier responses, outstanding underwriting requirements, and quote deadlines.
• Assist in identifying appropriate insurance markets based on account exposures and coverage requirements.
• Provide daily administrative and technical support to producers and brokers throughout the placement process.
• Communicate with retail agents regarding submission requirements, account status, quotations, and outstanding information.
• Assist with processing bind requests, confirming coverage terms, and coordinating policy issuance.
• Maintain accurate account records, correspondence, and documentation within the agency management system.

Requirements

• Prior experience in commercial insurance, wholesale brokerage, retail brokerage, or underwriting preferred.
• Strong organizational skills with the ability to prioritize multiple submissions and deadlines.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Outlook, Excel, Word, and insurance management systems.
• Strong attention to detail and ability to work in a fast-paced, deadline-driven environment.
• Self-motivated, proactive, and comfortable working both independently and collaboratively.
• Willingness to learn insurance markets, underwriting requirements, and coverage structures.

Benefits

• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career