What are the responsibilities and job description for the New Business Specialist Share position at Gregory & Appel Insurance?
Gregory & Appel is a trusted provider of insurance solutions serving businesses and individuals, with a commitment to exceptional client service, integrity and expertise. To support our growth, we are seeking a highly organized and detail-oriented New Business Specialist to join our team.
The New Business Specialist will manage the intake, processing, and coordination of new business applications across multiple lines of insurance. This role requires accuracy, timeliness, and clear communication with clients, producers, and carrier partners, to ensure an exceptional client experience and adherence to regulatory and organizational requirements.
Key Responsibilities:
- Review, process, and submit new business applications with precision and efficiency.
- Verify completeness and accuracy of documentation, ensuring compliance with carrier, agency, and regulatory standards.
- Coordinate with producers, underwriters, and clients to obtain outstanding information and resolve discrepancies.
- Monitor application status through issuance, proactively following up on pending cases.
- Maintain accurate and up-to-date records within the agency management system.
- Provide professional and responsive client service, to ensure a smooth, exceptional quality onboarding process for our clients.
- Support agency growth initiatives through efficient new business processing and workflow management.
Qualifications:
- Bachelor's degree in Business, Finance, or related field preferred, or equivalent years of prior insurance industry experience (personal, commercial, or life/health).
- Minimum of 2 years of relevant insurance industry experience.
- Exceptional attention to detail and organizational skills.
- Strong written and verbal communication abilities.
- A team-player mentality with a collaborative spirit to work with multiple teams across the organization, yet able to work autonomously.
- Proficiency in Microsoft Office Suite; experience with agency management systems is advantageous.
- Active insurance license (Property & Casualty) preferred; willingness to obtain license required.
Compensation & Benefits:
- Competitive salary commensurate with experience.
- Comprehensive benefits package, including health, dental, vision, retirement plans, short-term disability, long-term disability, life insurance.
- Generous and flexible paid time off and company-recognized holidays.
- Paid parental leave.
- Tuition reimbursement.
- Professional development, licensing, and career advancement.
Work Environment
- Hybrid schedule: 3 days in office per week (Tuesday-Thursday)