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Commercial Lines Marketing Assistant

Ansay & AssociatesPort Washington, Wisconsin
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Job Description

Role, Function & Position Summary
 We are seeking an Assistant Commercial Lines Marketing Coordinator to support the marketing of commercial new and renewal business to our insurance companies and assist Producers in gathering necessary information from new business prospects. This role will help ensure the most comprehensive and competitive insurance programs are secured, supporting our Producers in achieving and exceeding sales goals. The Assistant will also provide quality control reviews of new business and renewal submissions, ensuring accuracy and timely processing while offering marketing advisory services as requested.

At Ansay & Associates, we believe in building lasting relationships and exceeding customer expectations — that’s the Ansay Way! Our core values guide our behaviors:

  • Respect – Compassionate and Loyal
  • Integrity – Honesty and Trustworthiness
  • Accountability – Responsible for Actions & Results
  • Passion – Unfailing Dedication & Pride in Work
  • Positive "I Can Do" Mentality – Constant, Never-Ending Improvement
  • Excellence / Professionalism – High Expectations & Pursuit of Opportunities to Further Our Capabilities

Essential Duties and Responsibilities

  • Assist in reviewing the quality of new business submissions to ensure consistent and accurate information for underwriters.
  • Support Producers in negotiating comprehensive and competitive insurance programs with underwriters.
  • Prepare and organize finished, bound proposals and maintain records in both hard copy and within EPIC.
  • Assist the Commercial Lines Manager and Team Leader in maintaining relationships with insurance companies, including coordinating meetings with underwriters and marketing representatives.
  • Handle assigned projects or duties as directed by the Team Leader or Manager.
  • Complete all marketing tasks within the commercial workflow procedures, including EPIC activities and attachments.
  • Provide prompt, accurate, and courteous service to customers, producers, and company personnel.
  • Develop insurance knowledge and professional skills in alignment with the Ansay Way.

Qualifications

  • Bachelor’s degree (or working toward completion) in Business or a related field preferred.
  • Understanding of commercial lines insurance and products.
  • Must hold or be willing to obtain the appropriate state insurance license.
  • Strong communication skills, both verbal and written.
  • Detail-oriented with strong organizational and listening skills.
  • Team player with a positive "can-do" attitude.

This is an excellent opportunity for a motivated professional looking to grow within the commercial insurance industry and contribute to a dynamic, supportive team.