Commercial Lines Assistant Marketing Representative

About Patriot: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot’s unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates. With 100+ offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.

About PDCM, A Division of Patriot Growth Insurance Services: With roots dating back more than 100 years, PDCM blends a century of experience with industry innovation to bring you a completely different approach to managing risk and insurance. Our personalized advisers use PDCM’s unique Risk Reduction Approach to take a comprehensive look at our client’s needs and customize a plan for their family or business. Our dedication and commitment to serving the community has enabled us to become one of the most successful independent insurance agencies and consulting firms in Iowa.

Overview: The Commercial Lines Assistant Marketing Representative provides essential assistance to the Commercial Lines department within PDCM. Primarily supporting Marketing Representatives and Account Managers, this position ensures smooth and efficient operations by processing policy change requests, issuing certificates, entering policy information in EPIC, binding pre-renewals, and other administrative tasks.

Primary Job Responsibilities

The essential functions include, but are not limited to the following:

• Accurately enter data related to insurance policies and client information into EPIC, including policy details, client contact information, and other relevant data.
• Regularly follow up with the carriers to check the status of the insurance quotes. Ensure timely responses and gather necessary information from carriers to move the process forward. Contact clients when additional information or documentation is needed to complete the quoting process. Maintain professional and clear communication to gather required data.
• Assist Commercial Lines Account Managers with processing policy change requests, issuing new and renewal certificates of insurance and automobile ID cards, and follow up with insurance carriers as directed. Responsible for timely endorsement follow-up, as well as billing.
• Assist team with renewal/new business process from account preparation through binding. Prepare and bind pre-renewal documents in accordance with established procedures. Verify that all necessary documentation is included in each binder.
• Assist Commercial Lines Account Managers and Producers with administrative tasks. Provide timely and accurate clerical support to ensure the smooth functioning of the department. Print various documents, reports, and forms as required by the Commercial Lines team. Maintain the confidentiality of sensitive client information and records.
• Depending on workload and renewal dates, assist Producers in creating insurance proposals. This involves compiling all necessary information, terms, and pricing into a clear and persuasive proposal for the client.
• Prepare and send out mailings related to Commercial Lines activities, including policy renewals and other communications. Send verification of insurance to third parties as requested by clients or regulatory authorities.
• Maintain organized digital and physical records of policies for easy retrieval.
• Handle agency-billed policies efficiently and ensure accurate record-keeping.
• Attach policies into the EPIC insurance management software.
• Maintain organized records of all interactions, quotes, and proposals. Ensure that all activities are conducted in compliance with industry regulations and company policies. Maintain the confidentiality of sensitive client information and records.
• Provide excellent, timely customer service to both Producers and clients. Address inquiries, resolve issues, and maintain positive relationships with all stakeholders.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  
  

Requirements

Skills and Abilities

• High School Diploma/GED.
• Obtainment and maintenance of Iowa Property and Casualty Insurance License.
• Experience working at an insurance agency, preferably in a position in a Commercial Lines department preferred.
• Associate Degree in Business Administration or a related field preferred.
• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Knowledge of Commercial Lines insurance products, coverages, policies, and procedures.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Ability to work effectively in a team environment and collaborate with team members and other departments.
• Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
• Prior experience in an administrative support function.
  
  

WHY PATRIOT?

Patriot offers the opportunity to be a part of a fast-growing company at its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

Benefits

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)
  
  

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy: Patriot's EEO and DEI Policy