Job Description

Job Description

About Duncan Financial Group

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Since 1911, L. Calvin Jones, a partner of Duncan Financial Group, has operated as an independent insurance agency serving individuals and businesses of Ohio and Western Pennsylvania, extending solutions across the continental United States. Smarter insurance, whether you’re wanting business insurance, personal insurance, or surety bonds, start with experts who think a little differently. L. Calvin Jones understands your industry and what business insurance and personal insurance best suits your needs. With over a century of experience, our team of experts provide business, personal, employee benefits and surety bonds insurance solutions with a keen focus on the construction, commercial real estate, habitation, and hospitality industries.

Commercial Lines New Business Marketing Specialist

Position Summary:

The Commercial Lines New Business Marketing Specialist is responsible for supporting the sales process by gathering client information, preparing insurance applications, and marketing accounts to carriers. This role works closely with insurance agents, underwriters, and clients to obtain competitive quotes and prepare proposals that meet client needs.

Key Responsibilities:

• Gather and analyze detailed information on clients’ business operations, exposures, and insurance needs.
• Create accurate and complete insurance applications in the agency management system.
• Submit applications and supporting documents to appropriate insurance carriers.
• Collaborate with insurance agents to understand client objectives and coverage requirements.
• Communicate with underwriters to negotiate terms and obtain quotes.
• Review and compare quotes for accuracy, coverage, and pricing.
• Prepare professional proposals and presentations for clients.
• Maintain organized records of marketing activity, submissions, quotes, and proposals.
• Ensure compliance with agency standards, carrier requirements, and regulatory guidelines.
• Provide exceptional customer service and support throughout the marketing process.

Qualifications:

• High School Diploma required; Associate or Bachelor’s Degree desired.
• Previous experience in commercial lines insurance marketing, account management, or underwriting preferred.
• Must have a valid and relevant Property & Casualty license within the state of business.
• Strong knowledge of commercial insurance products and carrier guidelines.
• Ability to analyze coverage options and present recommendations clearly.
• Proficiency with Microsoft Office Suite as well as experience with an insurance agency management system, preferably Applied Epic.
• Excellent organizational, communication, and time management skills.
• Attention to detail and commitment to accuracy.
• Employment is contingent upon successful completion of a criminal background check, as permitted by law.

Hours: Monday-Friday, 8:30am-5:00pm

Office Location: 3744 Starrs Centre Drive, Canfield, OH 44406 (Hybrid/Remote Work Options Available)

Benefits:

• Competitive Compensation
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

Job Tags

Similar Jobs