State Licensed Marketing Tech Assistant

Job Summary

A company is looking for a National Marketing Tech Assistant to support Personal Risk Producers in securing new business.

Key Responsibilities

• Collaborate with the Regional Marketing Specialist to review and submit new business submissions in agency management systems
• Assist in gathering follow-up information from Producers on new business wins and support quoting processes
• Help complete marketing summaries, including terms, rates, and carrier responses, while maintaining service standards

Required Qualifications

• High School Graduate; college degree preferred
• Must hold a state Property & Casualty insurance license or be willing to obtain one
• Knowledge of agency management systems and workflow procedures
• Familiarity with Sagitta/WorkSmart preferred
• Comfortable with internet-based programs and Microsoft Office suite