New Business Specialist

Overview

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

Key Responsibilities

• agency entry
• application processing
• policy issuance
• policy review
• carrier submissions
• stakeholder relations

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

Requirements

• 1-2 years
• immediate reporting
• insurance license
• associate’s degree

What You Bring

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

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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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