New Business Specialist

New Business Specialist provides support to the sales team when processing client applications across several lines of business. This role needs to ensure questions and applications are answered thoroughly meeting guidelines and compliance standards.  

Job Duties and Responsibilities (Essential Job Functions) 

Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. 

1. Review each issuance to ensure underwriting guidelines or for compliance purposes. (20%)
2. Enters information into Agency Management System following company guidelines. (20%)
3. Completes processing of application using established guidelines. (10%)
4. Follows up with agent for any trailing documents required by carrier. (10%)
5. Submits and issues new business policies with carriers. (20%)
6. Follows up in agency management system to ensure policy downloaded or was entered correctly to system. (10%)
7. 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. (0-5%)
8. 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.

Experience: 

• One to Two years successful processing or servicing experience with independent agency (or equivalent).

Knowledge and Skills: 

• Appropriate state agent/broker insurance license - or willingness and ability to obtain within 1 month.

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 Employer
This 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.