A full‑service residential real estate firm integrating brokerage, mortgage, title/escrow, insurance and relocation.
Manage policy expirations, renewals, and retention for personal lines insurance.
7 days ago ago
$26 - $36
Junior (1-3 years)
Full Time
New Brighton, MN
Office Full-Time
Company Size
6,000 Employees
Service Specialisms
Real Estate
Property Management
Home Services
Construction Services
Design and Build
Remodeling
Project Management
Consulting
Sector Specialisms
Residential
Commercial
Brokerage
Mortgage
Franchising
Title
Escrow
Insurance
Role
Description
epic updates
retention metrics
trend analysis
expiration monitoring
workflow management
stakeholder relations
Establish and maintain positive and productive work relationships with all staff, customers and business partners.
Manage dedicated workflows to ensure all policy changes are documented accurately, including Broker of Record changes, cancellations (non-payment or other reasons), non-renewals, and reinstatements.
Act as a liaison between brokers, agents, and internal teams to resolve deficiencies and manage reinstatements or cancellations.
Update Applied Epic to reflect accurate policy status upon expiration, renewal, or cancellation.
Provide clear, timely updates to stakeholders regarding policy status and retention risks.
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.
Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
Communicate with producers regarding first-year policies at risk of cancellation to prevent lapses in coverage.
Work with the data services team to track and report agency retention metrics, including client, policy, and premium retention.
Identify trends and provide insights to improve renewal success rates.
Monitor and analyze expiration reports to identify policies at risk of non-renewal.
Collaborate with client service team members to resolve non-payment issues directly with clients.
Partner with account managers to prioritize and facilitate timely renewals.
Requirements
agent license
applied epic
microsoft office
associate degree
2+ years
analytical
Exceptional verbal and written communication for interacting with brokers, agents, and internal team members.
Detail-oriented with strong time management and the ability to handle multiple priorities concurrently while meeting deadlines.
Active P&C Insurance Agent License required
2+ years’ successful personal lines insurance sales experience.
Proficiency in Microsoft Office Suite and familiarity with data analysis tools.
Understanding of P&C insurance lines and applicable laws
Associate degree or equivalent work experience and knowledge; bachelor’s degree preferred.
Excellent knowledge of Applied Epic required
Strong analytical mindset with a passion for numbers, reporting, and process improvement.
Benefits
Information not given or found
Training + Development
Information not given or found
Interview process
Information not given or found
Visa Sponsorship
Information not given or found
Security clearance
Information not given or found
Company
Overview
165B in Sales
Annual Residential Transaction Volume
The company processed over $165 billion in residential sales in 2022.
250M Settlement
Antitrust Resolution
Resolved a significant antitrust matter with a $250 million settlement.
Anchored under the Berkshire Hathaway umbrella, the company grew by weaving diverse home‑ownership services into a unified offering.
From its early days as AmerUs Home Services, a series of strategic acquisitions transformed it into the leading U.S. residential brokerage by transaction volume.
Operating through both company‑owned brokerages and franchise networks, it blends local expertise with national reach across hundreds of offices.
It integrates brokerage with mortgage origination, title and escrow services, insurance, home warranties, and relocation support into a seamless customer journey.
Unusually, the company is structured under Berkshire Hathaway Energy rather than the insurance arm, a legacy of its MidAmerican roots.
Despite recent legal challenges, it continues to pursue selective acquisitions and tuck‑ins to reinforce its local dominance.
Culture + Values
98% Satisfaction
Customer Commitment
Achieved a 98% customer satisfaction rate, reflecting dedication to meeting client needs.
100% Integrity
Ethical Practices
Maintained a flawless record of integrity in all business operations, ensuring transparency across the board.
35 Global Awards
Excellence Recognition
Earned 35 awards for excellence, underscoring industry-leading performance and innovation.
Innovation, fostering a culture of creativity and forward-thinking approaches.
Environment + Sustainability
2030 target
Net-Zero Emissions Goal
The company aims to achieve net-zero emissions by this year, demonstrating a strong commitment to combating climate change.
Committed to reducing carbon footprint across operations
Sustainability initiatives include energy-efficient practices and reducing waste in all facilities
Inclusion & Diversity
Women 35%
Representation in Leadership Roles
Reflecting a commitment to gender diversity and inclusive leadership.
Committed to fostering an inclusive and diverse workforce