Commercial Lines Coordinator

Role Overview

• Send submissions to carriers
• Rate and gather quotes for proposals
• Maintain “To Do List” to ensure timely processing
• Attend carrier meetings/Marketing Team meetings
• Follow Marketing procedures as outlined in CL Procedures Manual
• Prepare proposals
• Collect data and report monthly Top Gun results
• Create and maintain Excel worksheets as required
• Input Commercial Account detail into AMS360 as required for renewals
• Input bound Premium/Commission for renewals
• Request binding for renewals in marketing
• Expand AMS360 Training Activities/Follow Ups for marketing
• Gather loss runs for renewals from Account Managers
• Review Dec pages in AMS/review renewal applications in submissions for marketing
• Input data into carrier online rating systems.
• Negotiates renewal quotes with carriers

Requirements

• 2-20 License – Willing to Obtain
• High school diploma
• Associate’s or Bachelor’s Degree (preferred)
• Proficient with MS Office Suite
• Effective written and verbal communication skills

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.