Responsibilities:
• Support brokers with the intake, review, and preparation of new business Workers’ Compensation submissions
• Input and maintain submission, quote, and policy data in agency management and carrier systems
• Coordinate with retail agents to obtain required documentation, loss information, and supplemental material
• Track submission status, follow up with carriers and agents, and maintain organized workflow queues
• Assist with quote preparation, binding documentation, and initial policy file setup
• Ensure electronic files are properly documented and maintained in accordance with record-keeping requirements
• Respond to internal and external inquiries in a timely and professional manner
• Adhere to company policies, procedures, and regulatory requirements
• Participate in process improvement efforts and cross-training as assigned