Commercial Lines Marketing Associate

At Boxwood Insurance Group, we are dedicated to offering our clients peace of mind and confidence in their coverage. We provide a superior customer experience to help families and businesses protect and enjoy the lives they’ve built, while fostering growth with reliable support. By leveraging the latest industry technology, we deliver modern solutions that meet and exceed client expectations.

Role Description

We are seeking a highly motivated and detail-oriented insurance professional to join our team and support the marketing and placement of commercial lines insurance. This position plays an important role in securing new business and retaining renewal business by preparing submissions, marketing accounts to carrier partners, analyzing coverage options, and assisting producers and account executives throughout the placement process.

The position supports Commercial Lines Producers and Account Executives by completing technical, analytical, and documentation-related tasks required to successfully place coverage. The role also serves as a liaison between producers, carriers, and our internal team to ensure timely, accurate, and competitive insurance solutions that meet client needs and business goals.

Key Responsibilities

• Collaborate with producers and account executives to develop effective marketing strategies for new and renewal commercial insurance business.
• Review, prepare, input, and submit complete and accurate new business and renewal submissions to insurance carriers.
• Quote coverage using carrier rating tools, comparative raters, or by submitting to underwriters as appropriate.
• Analyze carrier quotes, coverage options, pricing, and terms; assist with negotiation and present recommendations.
• Prepare marketing summaries outlining coverage terms, rates, commissions, bind orders, and carrier responses, including declinations.
• Track and manage marketing activity to ensure timely placement of coverage.
• Build and maintain strong working relationships with insurance carriers, brokers, underwriters, producers, and internal team members.
• Assist in preparing proposals and presentations for clients.
• Ensure all marketing and placement activity is accurately documented in the agency management system.
• Stay current on industry trends, carrier appetites, underwriting guidelines, and insurance product changes.
• Provide guidance and support to producers and account management teams regarding market conditions and carrier preferences.
• Perform essential functions in accordance with company service standards, best practices, regulatory requirements, and ethical guidelines.

Knowledge, Skills, and Abilities

• Minimum of 3–5 years of experience in Commercial Property & Casualty insurance, marketing, placement, or account management.
• Strong working knowledge of commercial insurance coverages including property, casualty, general liability, workers’ compensation, and related lines.
• Experience with agency management systems and carrier submission/quoting platforms (e.g., Insured Mine, AMS
  360, or similar).
• Familiarity with underwriting, rating concepts, and marketing workflows.
• Strong analytical, negotiation, and problem-solving skills.
• Ability to work in a fast-paced environment, manage multiple priorities, and meet deadlines with minimal supervision.
• Detail-oriented with strong organizational and documentation skills.
• Proficient in Microsoft Word and Excel.
• Excellent written, verbal, and interpersonal communication skills.
• Sales-driven and solution-oriented mindset aligned with production and growth goals.
• Ability to work collaboratively in a team environment while maintaining effective relationships with internal and external partners.
• Ensure compliance with company procedures, regulatory requirements, and ethical standards.