General Description: This role will have two primary responsibilities.The first will be to provide support to the Select Commercial Lines Producers by completing technical resource related tasks required to secure new business.Additionally, the position will be responsible for assisting the Select Marketing Specialist with the marketing/placement of new business (small business) with partner insurance carriers.

Responsibilities:

• Assist the Regional Marketing Specialist to review, input, submit, and accurately document New Business Submissions in agency management systems
• Assist the Regional Marketing Specialist to quote online via carrier rating tools, or submit to underwriter
• Complete Workers’ Compensation Experience Modification Analyses in Mod Master or other similar resource
• Complete Property Valuation Reports via Marshall and Swift or other similar resource.
• Assist the Regional Marketing Specialist to complete marketing summary outlining terms, rates, commission, bind order documents, and carrier responses including reason for declination
• Required to perform essential functions; meeting service standards and best practices developed by USI