Commercial Lines Marketing Representative (Hybrid)

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. PDCM blends a century of experience with industry innovation to bring you a different approach to managing risk and insurance. Our dedication and commitment to serving the business community has enabled us to become one of the most successful independent insurance agencies and consulting firms in Iowa. PDCM is a proud partner agency of Patriot Growth Insurance Services, LLC.

Position Overview: We are seeking a detail-oriented and client-focused Commercial Lines Marketing Representative to join our team. In this role, you’ll play a vital part in the quoting and proposal process, assisting clients and Producers with timely, accurate, and knowledgeable support. You’ll act as a key liaison between carriers, clients, and our team, ensuring smooth communication and a seamless experience. If you have strong organizational skills, an eye for detail, and a passion for delivering excellent service in a collaborative, professional environment, we’d love to hear from you!

Work Arrangement: This is a full-time, hybrid position reporting our office in Waterloo, IA.

Professional Responsibilities

• Enter and manage insurance policy and client data in EPIC accurately.
• Coordinate with carriers on quote statuses, ensuring timely responses and gathering required documentation.
• Serve as a liaison between Producers, clients, and carriers, keeping all parties informed of progress and updates.
• Assist Producers in preparing compelling insurance proposals, based on workload and renewal schedules.
• Schedule client meetings and provide Producers with necessary information; attend virtual meetings as needed.
• Send insurance verification to third parties as requested by clients or regulatory authorities.
• Conduct market research to identify new carrier options and stay updated on industry trends; initiate re-marketing for existing clients if needed.
• Organize meetings between Producers and carriers and manage agency-billed policies efficiently.
• Maintain accurate, compliant records of all interactions, quotes, and proposals, ensuring client confidentiality.
• Deliver excellent, timely customer service, addressing inquiries and resolving issues to maintain strong relationships with clients and Producers.
  
  

Qualifications And Requirements

• 1+ years in sales support, account management, customer support, or marketing.
• High School Diploma/GED.
• Iowa Property and Casualty Insurance License.
• Prior experience in an insurance agency; Associate or Bachelor's Degree in Business Administration or related field preferred.
• Strong knowledge of insurance products, coverages, and industry regulations to support quoting and proposals.
• Excellent organization and prioritization skills, with attention to detail for accurate data entry and document review.
• Empathetic and proactive client service approach, focused on enhancing the client experience.
• Clear written and verbal communication to ensure transparent, effective interactions.
• Collaborative team player with strong problem-solving skills and a goal-oriented mindset.
• Proficiency with CRM software, Microsoft Office Suite, and a commitment to staying current on industry trends through training and certifications.
• High ethical standards, with a dedication to confidentiality for handling sensitive client and employee information.
• Authorized to work in the U.S. without sponsorship
  
  

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since 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 located on our website at www.patriotgis.com.