Insurance Risk Assessor

4 weeks ago


Havertown, Pennsylvania, United States HomeServices Insurance Full time

Job Summary

We are seeking a highly skilled Insurance Risk Assessor to join our team at HomeServices Insurance. As an Insurance Risk Assessor, you will be responsible for assessing clients' risk exposure on personal and/or commercial property, making appropriate recommendations, and placing coverage to address those risks.

Key Responsibilities

  • Assess clients' risk exposure on personal and/or commercial property
  • Make appropriate recommendations and place coverage to address those risks
  • Market and sell personal lines insurance policies
  • Proactively contact all leads to recommend appropriate insurance, quote, and place coverage
  • Identify and assess client risk exposures
  • Foster referral relationships with all real estate personnel, including agents, office managers, and mortgage brokers, to maximize sales opportunities
  • Actively monitor and report to management any circumstances that may lead to a potential or actual insurance errors and omissions claim, DOI, or related complaints

Requirements

  • Associate's degree or equivalent work experience and knowledge; bachelor's degree preferred
  • Two years' successful personal lines insurance sales experience
  • Working knowledge of insurance agency operations, coverages, rates, markets, and applicable insurance laws/codes
  • Working knowledge of risk assessment and risk management techniques
  • Excellent automation, time management, and organizational skills
  • Knowledge of real estate, title, and/or mortgage businesses preferred

What We Offer

  • A competitive benefits package, including medical, dental, vision, 401(k), paid time off, and life insurance options
  • Equal Opportunity Employer


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