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
Comments