• Prepare and organize required documents and data needed for surplus lines quotes prior to binding. • Review quotes for completeness, accuracy, and compliance with applicable surplus lines requirements prior to bind. • Prepare and validate standard reports and data outputs used by the field and surplus lines team to support quoting activity. • Support the Surplus Lines Field Specialist in proactively tracking renewal dates and seasonal volume trends to support readiness for peak surplus lines renewal periods. • Receive, process, and track surplus lines pre-bind requests from the field; complete defined tasks and route questions or exceptions to the Field Specialist as appropriate. • Verify that required surplus lines forms, disclosures, and supporting documentation are present and properly completed prior to bind. • Strong ability to review paperwork, quotes, and reports for completeness and accuracy. • Ability to manage multiple tasks, requests, and deadlines in a fast-paced, field-facing environment. • Clear written and verbal communication skills for coordinating with field teams and internal partners. • Comfort working in insurance systems (e.g., Applied Epic, InsCipher), databases, and standard reporting tools. • Ability to follow defined processes, recognize exceptions, and escalate appropriately to the Field Specialist.