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State Licensed Marketing Tech Assistant

7/11/2025

Remote

Job Summary

A company is looking for a National Marketing Tech Assistant to support Personal Risk Producers in securing new business.

Key Responsibilities
  • Collaborate with the Regional Marketing Specialist to review and submit new business submissions in agency management systems
  • Assist in gathering follow-up information from Producers on new business wins and support quoting processes
  • Help complete marketing summaries, including terms, rates, and carrier responses, while maintaining service standards
Required Qualifications
  • High School Graduate; college degree preferred
  • Must hold a state Property & Casualty insurance license or be willing to obtain one
  • Knowledge of agency management systems and workflow procedures
  • Familiarity with Sagitta/WorkSmart preferred
  • Comfortable with internet-based programs and Microsoft Office suite

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