Description

• Requote client’s policies as needed or as requested. Send applications/cancelation forms, issue new policies and enter information into the agency management system as needed. (20-30%)
• Advise client’s regarding insurance coverages and risk management issues. Identify any additional insurance needs, gaps in coverage or possible incorrect/outdated information. (20‑30%)
• Review and compare client’s current policies with their renewal policies and investigate the reason for any major increases in premium. (30-40%)
• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• 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.
• Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claims and/or any Department of Insurance or related complaints to VP, Insurance Operations and CEO. (0-5%)
• Establish and maintain positive and productive work relationships with all staff, customers, and business partners.
• Stay up to date on carriers’ policies, packages, coverages, discounts and underwriting guidelines. (5-10%)

Requirements

• Excellent oral, written, and interpersonal communication skills.
• 2+ years in personal lines customer service.
• Minimum of high school diploma or the equivalent.
• Thorough knowledge of all personal lines insurance products.
• Proven automation, time management, and organizational skills.
• Current state personal lines insurance agent/broker license.
• Excellent analytical, problem-solving, and decision-making skills.
• Working knowledge of insurance agency operations, coverages, rates, markets, and applicable insurance laws/codes.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance