Job Description

Job Title: Commercial Lines Marketing Assistant

Department/Agency: City Underwriting Agency

Location: Lake Success, NY

About Us:

Since 1930, City Underwriting Agency, Inc. has been providing expert risk management services and high quality insurance products to companies throughout the Tri-State region. At CUA, we specialize in asset protection by identifying and controlling risk to avoid losses and aggressively managing losses that do occur. These are the cornerstones of risk management.

Job Summary:

Responsible for working within the new business marketing initiatives in accordance with objectives and procedures outlined by the VP of Commercial Marketing, and the Director of Sales. Support the Marketing Department’s development efforts to place new business.

Essential Duties and Responsibilities:

• Prepare insurance applications and supplemental forms in order to prepare marketing submissions to insurance carriers.

• Gather underwriting information from producer and client.

• Provide insurance carriers with additional requested information.

• Obtain Loss Runs

• Obtain quotes from carriers and carrier websites.

• Document agency management system

• Prepare proposals.

• Maintain marketing logs.

• Review follow up list daily and take appropriate action.

• Comply with agency standards, policies, and procedures.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management. In addition, focus may be broad in scope and include involvement in many of the items above or focus may be more concentrated to fewer tasks.

Competencies:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience – Associates Degree in business, insurance risk management and or accounting & finance. 5 years of business experience, or 3-5 commercial insurance experience preferred.

Computer Skills – Demonstrated strong PC skills including Word, Excel, and Outlook. Knowledge of Agency Management Systems.

Other Qualifications – Must be organized, detail oriented, able to multi-task and be efficient with excellent verbal and written communications skills. Must also have the ability to effectively work with others. A positive, team-oriented attitude is necessary to effectively work with a large variety of personalities.

Physical Demands – The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Moderate stress due to regular deadlines and daily challenges. High finger dexterity while performing data entry 75% of the time. Occasionally lift to 20 lbs.

Work Environment - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is done in an air-conditioned, non-smoking office. Workstations are cubicles with moderately high sides. Travel is not common however there may be some limited travel required, typically less than 25%.

Pay Details:

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.