Marketing Assistant

3 weeks ago


Poughkeepsie, New York, United States Marshall & Sterling Full time

Job Summary: We are seeking a highly skilled Marketing Assistant to join our team at Marshall & Sterling. As a Marketing Assistant, you will play a crucial role in supporting our marketing specialist team in the placement of commercial accounts for small and large businesses.

Key Responsibilities:

  • Assist marketing specialist team in the placement of commercial accounts for small and large businesses.
  • Work closely with marketing managers to support sales opportunities and drive growth.
  • Provide prompt and efficient assistance according to agency procedures and guidelines in the completion of administrative functions with marketing specialist team.
  • Work in conjunction with marketing specialist team to prepare and put to market small and large business accounts.
  • Obtain and complete various commercial lines applications, supplementals, and requested documents in collaboration with the sales department and marketing specialist.
  • Follow all agency workflows and procedures as directed, utilizing a task management system for ultimate efficiency.
  • Participate in continuing education programs when available.
  • Communicate with Supervisor/Manager any issues to ensure excellent customer service.
  • Build and maintain a favorable and professional work relationship with other staff members.
  • Adhere to established employee manual policies and guidelines.
  • Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
  • Promptly report all E&O claims or potential E&O claims.
  • Maintain confidentiality in all aspects of client, staff, and agency information.
  • Perform other duties and projects as assigned.

Requirements:

  • Agency or company background in commercial insurance underwriting.
  • Experience and knowledge of Microsoft Office programs.

Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.



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