Commercial Lines New Business Marketing Specialist

Based in Lisle, IL onsite, the Commercial Lines New Business Marketing Specialist at Connor & Gallagher Insurance Services Inc drives end-to-end new commercial business development for Producers, with a salary range of USD 70,000 to 85,000 per year.

Responsibilities

• Develop and sustain relationships with carriers and producers.
• Actively study product lines and underwriting standards.
• Compile thorough carrier submissions.
• Collect supplementary submission data such as loss runs, supplemental applications, and driver/vehicle/equipment lists.
• Evaluate coverage terms and conditions and compare quotes across carriers.
• Negotiate terms including pricing and coverage details.
• Build Outmarket workflows and comparative analyses.
• Create proposals for Producer review.
• Compile binding subjectivities.
• Conduct online ratings for new small business opportunities.
• Conduct online ratings for new ancillary coverage opportunities.
• Maintain Epic records accurately to ensure compliance and minimize errors.
• Utilize CSR24 to add instructions, craft templates, attach forms/endorsements, and issue COIs.
• Prepare Welcome Letters for newly bound accounts.
• Maintain the new business spreadsheet.
• Update carrier contact lists in Epic and on the spreadsheet.
• Maintain Outmarket carrier appetite data.
• Perform other duties as assigned by the New Business Manager.

Requirements

• 3–5+ years of experience servicing commercial lines accounts in an insurance brokerage or agency environment
• Active Illinois Property & Casualty Producer License required
• Strong knowledge of small commercial coverages, rating, and carrier markets
• Experience working in an agency management system; Applied Epic experience preferred
• High attention to detail with the ability to prioritize, multitask, and meet deadlines in a fast-paced setting
• Strong written and verbal communication skills with a customer-service mindset
• Proficiency in Microsoft Office suite (Outlook, Word, Excel)

Technologies

• Applied Epic
• CSR24
• Microsoft Office

Key Skillset

• Analytical mindset capable of evaluating data, spotting trends, and informing decisions with evidence.
• Strong critical-thinking skills, questioning assumptions and seeking root causes.
• Effective collaboration with cross-functional teams fostering a cooperative atmosphere.
• Superior verbal and written communication abilities.
• Skill in influencing others, building trust, and sustaining productive relationships across organizational levels.
• Highly organized, capable of juggling multiple priorities with precision and thoroughness.
• Demonstrates self-awareness, empathy, and professionalism in interactions with colleagues and stakeholders.