Marketing Specialist Assistant

4 weeks ago


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

Marketing Specialist Assistant

At Marshall & Sterling, we are seeking a highly skilled Marketing Specialist Assistant to join our team. As a Marketing Specialist Assistant, you will play a critical role in supporting our marketing specialist team in the placement of commercial accounts for small and large businesses.

Key Responsibilities:

  • Provide prompt and efficient assistance to the marketing specialist team in completing administrative functions.
  • Work closely with the marketing specialist team to prepare and market small and large business accounts.
  • Collaborate with the sales department and marketing specialist to obtain and complete various commercial lines applications, supplementals, and requested documents.
  • Follow all agency workflows and procedures as directed, utilizing task management systems for ultimate efficiency.
  • Obtain a P&C license within one year of employment.
  • 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:

  • College degree preferred, high school diploma or equivalent required.
  • Agency or company background in commercial insurance underwriting.
  • Experience and knowledge of Microsoft Office programs.
  • Experience with Vertafore a plus.
  • Appropriate state insurance licenses and continuing education required.
  • Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
  • Demonstrated ability to communicate effectively.
  • High level of organizational ability with attention to detail.

Salary: $19.24 per hour


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