Personal Lines Marketing Assistant
External
Crossagency · ScarsdalePrepare for this interview
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About the role
Cross Private Client is a boutique Property & Casualty insurance division providing high level customized insurance solutions to individuals and families. Position Summary This role supports ongoing incoming agency referrals with new business marketing and placement while following a workflow from submission through quoting, proposal preparation, binding, and policy issuance.
Responsibilities
- Prepare submissions, quotes, and proposal templates.
- Prepare binding documents and policy issuance.
- Communicate with assigned carrier underwriters.
- Maintain AMS60 system records, including Activity and Suspense items, in a timely manner.
- Adhere to outlined workflows and compliance items.
- Perform other duties as assigned.
Requirements
- Personal Lines insurance experience preferred.
- P&C license preferred.
- Strong organizational and communication skills.
- Proficiency in Microsoft products, including Outlook and PowerPoint, is a plus.
Benefits
Additional Information
The Cross Family of Agencies welcomes you. We need your talent and expertise. Personal Lines Marketing Assistant Location: Armonk, NY 10504 Job Type: Full-Time Reports To: Elizann Arizmendi/Personal Lines New Business Marketing Manager
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