Underwriting and Placement Specialist

Company: Marshall & Sterling Inc
Location: Clifton Park
Posted on: February 1, 2025

Job Description:

Description: Assist Marketing Manager with Administrative and Marketing Functions.

• Submit daily marketing activity spreadsheet.
• Pull Renewal lists for assigned AM's monthly.
• Request updated rates and benefits from carriers quarterly.
• Update and maintain accurate marketing spreadsheets by quarter.
• Update and maintain carrier cheat sheets as needed.
• Update and maintain renewal presentations.
• Send renewal presentations on behalf of account managers.
• Assist in additional quoting responsibilities as needed.
• Participate in carrier meetings as directed.
• Stay informed on carrier updates and communicate any changes needed to presentations/plans.
• Communicate with Manager any issues to ensure excellent customer service.
• Maintain professional accreditation necessary to meet agency standards.
• Participate in continuing education programs when available.
• 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 and 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 Employee Benefits.
  • Experience and knowledge of Microsoft Office programs especially Excel and PowerPoint.
  • Experience with Vertafore a plus.
  • Appropriate state insurance licenses and continuing education preferred.
  • 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. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
    Salary is $50,000.00.
    The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location
    
    
    
    
    PIaf1b13b22c2f-37248-36047615

Keywords: Marshall & Sterling Inc, Pittsfield , Underwriting and Placement Specialist, Other , Clifton Park, Massachusetts