Insurance New Business Specialist
1 month ago
HomeServices Insurance is currently seeking a New Business Specialist to join our team This position offers you the opportunity to learn and grow within a dynamic growing organization. You will be working alongside some of the industry’s best talent in our office located in New Brighton, MN
Job Duties and Responsibilities:
1. Support Sales team for new business.
- Review each issuance to ensure underwriting guidelines or for compliance purposes.
- Enters information into Agency Management System following company guidelines.
- Completes processing of application using established guidelines.
- Follows up with agent for any trailing documents required by carrier.
2. Submits and issues new business policies with carriers.
· Follows up in agency management system to ensure policy downloaded or was entered correctly to system.
· Provides proof of insurance in a timely manner to client and mortgagee
3. Reports immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or related complaints to VP of Customer Service.
4. Perform any additional responsibilities as requested or assigned.
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 expected time frames and with a high degree of quality and professionalism.
- Establish and maintain positive 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 the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.
Qualifications:
Education:
- Associates degree or equivalent work experience and knowledge.
Experience:
- Two years successful processing or servicing experience with an independent agency
Other (licenses, certifications, schedule flexibility/OT, travel, etc.):
- Appropriate state agent/broker insurance license - or willingness and ability to obtain within 1 month.
- Must be able to work a regular Full time 40 hours a week Monday to Friday, with the shift times around 8:00AM to 5:00PM
This position pays a salary with commission as well as a comprehensive benefits package including 401k, medical, dental, vision, life insurance, and more. Please apply and send your confidential resume with contact information immediately to Dolla Yang, TA Specialist/ Human Resources.
We appreciate and value each and every one of our employees here at HomeServices Insurance inc. Join the team today
Equal Opportunity Employer
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