New Business Specialist

The New Business Specialist serves as a subject matter expert and key liaison to sales teams, providing guidance on underwriting requirements, coverage structuring, and carrier expectations to improve submission quality, ensure compliance with underwriting standards, and increase policy placement success rates.

• Review new business submissions for completeness, accuracy, and compliance with underwriting guidelines and regulatory requirements (10-20%)
• Evaluate risk and perform quality assurance on coverage selections, rating accuracy, and supporting documentation (10-20%)
• Maintain and update client, policy, and transaction data in the Agency Management System (AMS) with high accuracy and audit readiness (5-10%)
• Process insurance applications end-to-end, ensuring all required forms and documentation are complete and compliant (5-10%)
• Submit business to carriers,monitorunderwriting status, and ensure timely,accuratepolicy issuance aligned with quoted terms (10-20%)
• Reconcile issued policies in AMS, verifying coverage, premiums, and endorsements against bound terms (5-10%)
• Collaborate with agents, sales teams, and carriers to resolve discrepancies and obtain outstanding requirements (0-5%)
• Ensure compliance with DOI regulations and company standards;maintain organized, audit-ready documentation (5-10%)
• Identify process improvement opportunities to enhance efficiency, reduce errors, and improve underwriting quality (5-10%)
• Escalate potential errors & omissions (E&O), compliance risks, and customer concerns to leadership promptly (5-10%)
• Perform anyadditionalresponsibilities as requested or assigned (0-5%)

• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• Perform responsibilities as directed achieving desired results within expected time framesand with a high degree of quality and professionalism.
• Establish andmaintainpositive and productive work relationships with all staff, customers, and business partners.
• Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities.
  
  Take personal initiative for technical and professional development.
• Follow company policies, the Code of Business Conduct, confidentiality requirements, attendance standards, and safety practices.

Education: Associate's degree or equivalent work experience and knowledge.

Experience: One to twoyearssuccessful processing or servicing experience with an independent agency (or equivalent).

Knowledge and

Skills:

Appropriate stateagent/broker insurance license is required.

• Medical
• Health Savings Account
• Dental
• Vision
• Life Insurance
• Paid Vacation (PTO)
• 401(k) with employer match
• Flexible Spending Account
• Employee Assistance Program (EAP)

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.