Commercial Lines Marketing Associate

A Career at Walsh Duffield

Walsh Duffield is a fifth-generation family-owned insurance agency that has been serving the needs of businesses and individuals since 1860. With offices in Buffalo, Rochester and Medina, NY, Walsh Duffield is committed to the prosperity and growth of our employees, clients, partners and the communities we live in. Our associates embody our key values (integrity, teamwork, wellness, performance, innovation) and contribute to an inclusive culture that guides our behaviors, actions and connections within our agency. With a focus on overall wellbeing, Walsh Duffield offers employees a comprehensive benefits package and an array of opportunities for growth and development.

Division: Commercial Division

Location: Rochester

Reports to: Manager of Commercial Insurance Operations

Salary Range: $40,000 – $60,000 – based on experience

FLSA Job Classification: Non-Exempt (Full-Time)

Job Summary

The Marketing Associate will collaborate with our carrier partners and marketers to support new business marketing efforts.

Essential Responsibilities

Agency specific training will be provided.

  • Provide support to the new business marketers, account managers and WD management. Able to pull supporting information on a new piece of business such as building information, experience mod history, running Insurance to Value estimators and running loss summaries as needed.
  • Resolve basic and routine administrative problems directly. Refers complex inquiries to more senior team members.
  • Complete online rating and quoting with various carriers.
  • Utilize strong communication skills to develop relationships with insurance carrier partners
  • Participate in training and development opportunities for insurance coverage and marketplace knowledge.
  • Maintain detailed documentation in our agency management system.
  • Complete cross training as needed.
  • Adhere to the stated expectations of the E&O Plus Quality Management Program.

Additional Responsibilities

As a Marketing Associate, major responsibilities include but are not limited to:

  • Complete online rating with insurance carriers
  • Collect account information and assist in preparing client proposals.
  • Interact with others effectively by utilizing good communication skills; cooperate positively and provide information and guidance as needed to contribute to the business efforts of the agency.
  • Maintain required and additional continuing education requirements for license and/or professional designations.
  • Data collection and entry of application for insurance coverage.
  • Follow paperless handling procedures for customer files.
  • Develop and maintain knowledge of commercial coverage, rating schemes and procedures, underwriting and risk management techniques and insurance products.
  • Participate in training and seminar courses.
  • Perform other miscellaneous duties as assigned by agency management.

Education and Experience

  • Minimum of 3+ years of insurance industry knowledge, required
  • NYS P&C license, required

Knowledge, Skills and Abilities

  • Strong commitment to high quality service delivery.
  • Ability to work independently.
  • Ability to understand written and oral communication and interpret abstract information.
  • Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information and respond appropriately.
  • Knowledge of insurance products, usage and markets.
  • Ability to utilize computer systems and programs and understand functionality.
  • Microsoft Office skills necessary.
  • Time management, problem solving and decision making.
  • Ability to participate in a team environment.

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ADA Requirements

Walsh Duffield complies with the Americans with Disabilities Act. Reasonable accommodations may be made to qualified individuals with disabilities to perform the essential functions of this position.

Physical Demands and Work Environment:

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.

While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies. The employee frequently is required to see, talk and hear.  The employee is occasionally required to stand, walk, and reach with hands and arms.

The employee must regularly lift and/or move up to 10 pounds.

The noise level in the work environment is usually light.

This job description is intended to describe the normal level of work required by the person performing the work.  The principal duties outlined are the essential responsibilities and duties.  Other duties may be assigned as needs rise, or as required.

This description is not intended as a contract and is subject to change.  Any written contractual agreements supersede this job description.  All requirements may be modified to accommodate physically or mentally challenged staff members reasonably.

Walsh Duffield Cos., Inc. is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity, sex orientation, national origin, genetic information, sex, age, disability, protected veteran status, or any other characteristic protected by law. We welcome diversity and highly encourage applications from diverse candidates, including those with disabilities.