Licensed New Business Specialist

Shared Success Center; Tucson (AZ); Presencial; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical

Health Savings Account

Dental

Vision

Life Insurance

Paid Vacation (PTO)

401(k) with employer match

Flexible Spending Account

Employee Assistance Program (EAP)

Descripción de la vacante

Ultipro is seeking a New Business Specialist to serve as a subject matter expert and liaison to sales teams. You will guide underwriting requirements, coverage structuring, and carrier expectations to improve submission quality and policy placement success rates.

The role emphasizes compliance with underwriting standards, accurate processing of applications, and collaboration with agents and carriers to resolve gaps, ensuring audit readiness and timely issuance of policies.

Formación

• Education: Associate's degree or equivalent work experience.
• Experience: 1–2 years in processing or servicing with an independent agency or equivalent.
• Licensing: Appropriate state agent/broker license required.

Responsabilidades

• Review new business submissions for completeness and regulatory compliance.
• Evaluate risk and perform QA on coverage, rating, and docs.
• Maintain client/policy/AMS data with high accuracy and audit readiness.

Conocimientos

Underwriting guidance

Risk evaluation

Submission quality

Compliance

Agent communication

Educación

Associate's degree or equivalent work experience

Herramientas

Agency Management System (AMS)

Descripción del empleo

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.

Job Duties and Responsibilities (Essential Job Functions)

• 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 ensuretimely,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;maintainorganized, audit-ready documentation (5-10%)
• Identifyprocess 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%)

Performance Expectations

• 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 expectedtime 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.

Qualifications

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 isrequired.

We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)

Equal Opportunity Employer

Equal Opportunity Employer
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.