New Business Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

HomeServices of America · 3 weeks ago

New Business Specialist

HomeServices of America is seeking a New Business Specialist to support the sales team in processing client applications across various lines of business. This role involves ensuring compliance with underwriting guidelines and managing documentation for new business policies.

FinanceReal EstateReal Estate Brokerage
check
Diversity & Inclusion

Responsibilities

Review each issuance to ensure underwriting guidelines or for compliance purposes
Enters information into Agency Management System following company guidelines
Completes processing of application using established guidelines
Follows up with agent for any trailing documents required by carrier
Submits and issues new business policies with carriers
Follows up in agency management system to ensure policy downloaded or was entered correctly to system
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
Perform any additional responsibilities as requested or assigned

Qualification

Insurance licenseProcessing experienceAgency Management SystemCompliance knowledgeCustomer service skills

Required

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

Benefits

Health and retirement benefits

Company

HomeServices of America

twittertwittertwitter
company-logo
HomeServices is the residential real estate brokerage firm.

Funding

Current Stage
Public Company
Total Funding
unknown
2017-01-18Acquired
1999-10-08IPO

Leadership Team

leader-logo
Patty Smejkal
Chief Technology Officer
linkedin
leader-logo
Renee Gonzales
Vice President Core Services Integration
linkedin
Company data provided by crunchbase