Job Duties and Responsibilities (Essential Job Functions)
- 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. (65‑75%)
- Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities. (20-25%)
- Provide work direction as appropriate to new business specialists to ensure all aspects of client on-boarding are completed properly and in a timely manner. (0-5%)
- Actively monitor and report to management any circumstances that may lead to a potential or actual insurance errors and omissions claim, DOI (department of insurance) or related complaints. (0-5%)
- Remain current on industry trends and specific carrier underwriting requirements. Follow all company procedures and processing guidelines. (0-5%)
- Ensure license remains current to include taking CEUs as needed in a timely manner. (0-5%)
- Perform any additional responsibilities as requested or assigned. (0-5%)
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:
- Associate’s degree or equivalent work experience and knowledge; bachelor’s degree preferred.
Experience:
- Two years’ successful personal lines insurance sales experience.
Knowledge and Skills:
- Excellent sales and marketing skills.
- Working knowledge of insurance agency operations, coverages, rates, markets and applicable insurance laws/codes.
- Working knowledge of risk assessment and risk management techniques.
- Excellent analytical, problem-solving and decision-making skills.
- Excellent oral, written and interpersonal skills.
- Excellent automation, time management, and organizational skills.
- Knowledge of real estate, title, and/or mortgage businesses preferred.
- Appropriate state agent/broker personal lines insurance license.
We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)
Equal Opportunity Employer
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Associate's degree or equivalent work experience and knowledge
- Two years of successful personal lines insurance sales experience
- Working knowledge of insurance agency operations, coverages, rates, markets, and applicable insurance laws and codes
- Working knowledge of risk assessment and risk management techniques
- Excellent sales and marketing skills
- Excellent analytical, problem-solving, and decision-making skills
- Excellent oral, written, and interpersonal skills
- Excellent automation, time management, and organizational skills
- Appropriate state agent or broker personal lines insurance license
- Bachelor's degree
- Knowledge of real estate, title, or mortgage businesses
What We Do
With 75 offices in Minnesota, South Dakota and western Wisconsin and a family of companies including brokerage, title, mortgage, insurance and warranties, Edina Realty Home Services offers rewarding careers in a wide variety of departments and specialties. Employees enjoy a supportive, fun and flexible work environment that values innovation, creativity and new ideas. Management and leadership are accessible and encourage input from employees. We think Edina Realty Home Services is a great place to work, but you don’t have to take our word for it. We’re thrilled to be named a Star Tribune’s Top Workplace! For more than 60 years, ERHS has upheld the core values of honesty, integrity and commitment set by founder Emma Rovick in 1955. Edina Realty is a Berkshire Hathaway affiliate and a wholly-owned subsidiary of HomeServices of America, Inc. It is one of the nation’s largest real estate companies with 75 real estate offices and about 2,500 REALTORS® throughout Minnesota, South Dakota and western Wisconsin. Edina Realty's family of companies includes Edina Realty, Edina Realty Title, Edina Realty Insurance and Edina Realty Mortgage. Edina Realty also offers Edina Realty Home Warranties through HSA Home Warranty. Edina Realty closed more than 30,300 real estate transactions and nearly $10 billion in sales volume in 2021. For more information, visit www.edinarealty.com or find us on Facebook: facebook.com/EdinaRealty; and Twitter: Twitter.com/Edina_Realty.
