New Business Specialist

Overview

Support sales by processing client applications, ensuring compliance and timely policy issuance.

Key Responsibilities

• policy issuance
• policy review
• application processing
• system follow‑up
• data entry
• document follow‑up

Tasks

-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. -Submits and issues new business policies with carriers. (20%) -Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management. -Review each issuance to ensure underwriting guidelines or for compliance purposes. (20%) -Completes processing of application using established guidelines. (10%) -Follows up in agency management system to ensure policy downloaded or was entered correctly to system. (10%) -Establish and maintain positive and productive work relationships with all staff, customers, and business partners. -Enters information into Agency Management System following company guidelines. (20%) -Follows up with agent for any trailing documents required by carrier. (10%)

Requirements

• associate's
• 2 years
• insurance license
• processing
• reporting

What You Bring

-Associate’s degree or equivalent work experience and knowledge. -One to Two years successful processing or servicing experience with independent agency (or equivalent). -Appropriate state agent/broker insurance license - or willingness and ability to obtain within 1 month. -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%)

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About Homeservices Of America

-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.

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