Commercial Lines New Business Intake Specialist

Sullivan Curtis Monroe Insurance Svs•Irvine, CA

1d•$70,000 - $80,000•Hybrid

About The Position

The New Business Intake Specialist is a critical part of the Commercial Lines team, serving as the central coordination point for all new business submissions. This role focuses on intake, setup, and workflow management to ensure new business opportunities are processed accurately, efficiently, and on time. The position combines strong administrative expertise with cross-functional collaboration to support Broker Associates, Sales Specialists, and management throughout the pre-bind process. Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities. Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information. Exhibit leadership qualities and set a positive example for others, inspiring team members to excel and fostering a culture of continuous improvement. Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions. Demonstrate a proactive commitment to personal and professional development by actively seeking out and engaging in various learning opportunities. This includes participating in relevant training programs, attending workshops, seminars, and webinars, and regularly reading articles in industry publications to stay updated with the latest trends and best practices. Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and companywide objectives.

Requirements

High School diploma required; bachelor’s degree preferred.
A minimum of 2 years of relevant experience in the insurance industry, with a focus on commercial lines.
Hold current and valid Property and Casualty insurance license.
bility to manage multiple priorities in a fast-paced environment.
Demonstrate ability to work collaboratively with colleagues and underwriters to achieve departmental and company goals.
Proficiency with the Microsoft Office Suite.
Proficiency in orchestrating and hosting virtual meetings using platforms like Teams and Zoom, encompassing the capability to share screens and deliver presentations (e.g., PowerPoint, Proposals, etc.).

Nice To Haves

Prior experience with Commercial Property/Real Estate Risks Preferred
Willingness and ability to pursue industry certifications such as CISR, CIC, or CRM within 18 months.
Prior experience with AMS 360 and Image Right preferred.

Responsibilities

Serve as the primary intake point for all Core and Small Business new business submissions.
Receive, review, and organize new business requests submitted by Broker Associates and Sales Specialists via the New Business inbox.
Ensure all required information is obtained prior to submission, including Producer assignment, NAIC codes, limits, coverages, and required documentation.
Proactively follow up with Broker Associates and Sales Specialists to obtain missing or incomplete information.
Set up new clients in AMS360, including accurate entry of client details, exposures, limits, and coverages.
Generate and prepare ACORD applications and other required carrier-specific forms.
Coordinate Broker of Record (BOR) support as needed, providing assistance to Broker Associates and Sales Specialists.
Task RSP for online carrier quotes and coordinate with Broker Associates and Sales Specialists on non-online submissions.
Track all new business activity and workflow status using the designated Teams spreadsheet, ensuring visibility for management.
Monitor timelines and prioritize submissions to support efficient turnaround and binding.
Receive and organize carrier quotes and deliver them to Broker Associates and Sales Specialists.
Assist with drafting proposals and provide support through the review and finalization process.
Support the binding process by assisting with required documentation and filing up to bind.
Maintain accurate and organized records within AMS360 and shared tracking tools.
Collaborate closely with Broker Associates, Sales Specialists, RSP, Account Managers, and management to ensure a smooth handoff post-binding.
Adhere to company workflows, procedures, and quality standards for new business processing.
Provide a high level of internal customer service in a fast-paced, deadline-driven environment.
Participate in ongoing training to remain current on systems, carrier requirements, and internal processes.
All other duties as assigned.