Commercial Insurance Bor/Marketing/Rfp Specialist
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Overview
Job Description
- Manage and complete Requests for Proposals (RFPs) from start to finish, ensuring accuracy and timely submission.
- Support the Broker of Record (BOR) process, including documentation, coordination, and follow-up.
- Assist with the preparation and completion of carrier contracts.
- Gather and compile proposal content and supporting documentation from internal teams.
- Ensure all submissions meet company standards and client requirements.
- Maintain organized records of proposals, contracts, and related materials.
- Expand and grow in your role when supporting miscellaneous duties as requested.
- Support corporate and operational projects as needed.
- Assist with tracking deadlines and coordinating deliverables across Commercial teams.
- Provide general administrative support related to proposals and contracting.
- Expand responsibilities and take on additional duties as needed to support team goals.
- Minimum of 3 years of commercial insurance preferred.
- Prior experience working with RFPs, proposals, or client submissions preferred.
- Applied/ Epic experience a plus.
- Experience supporting Broker of Record (BOR) processes is a plus.
- Property & Casualty (P&C) license preferred.
- Strong proficiency in Microsoft Office (Word, Excel, Outlook).
- Strong attention to detail with a high level of accuracy.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Strong organizational and time management skills.
- Clear and professional written communication skills.
- Ability to work independently and collaboratively across teams.
- Strong problem-solving skills and ability to work with limited direction.
- High level of professionalism and ability to handle sensitive information.
- We are not a call center environment.
- We achieve success by building genuine relationships together, with our teams and clients.
- We are a family-owned insurance broker (70+ years!).
- We are deeply committed to the communities we serve and love to get involved.
- We work hard and play hard!!!
- Competitive salary and referral bonuses!
- Expansive Benefits (Medical, Dental, Vision—and SO many more).
- 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!
- Company 401K contribution received starting Day 1 (for participants 21+ years old).
- Educational support, career development, and growth opportunities.
- Job Security (we’ve never had a lay-off, even during the pandemic).
- Flexibility, including hybrid schedules! Business hours 8am-4:30pm.
- Comfortable, family-oriented culture, with an emphasis on work life balance.
- Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities).
- Fulfilling opportunities that align with your career path and our business needs.
The Lawley MissionLawley is a dynamic, independent regional firm of insurance professionals specializing in property and casualty, employee benefits and risk management consulting. We protect assets and minimize risk to help our customers avoid financial hardship. We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust.We would love to welcome you to our Lawley Family!Take a look at our careers page to get more information on our current openings: https://www.lawleyinsurance.com/career-opportunities/
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
