Insurance Renewal Specialist

Job Duties And Responsibilities (Essential Job Functions)

• Review and compare client’s current policies with their renewal policies and investigate the reason for any major increases in premium.
• Advise clients regarding insurance coverages and risk management issues.
• Identify any additional insurance needs, gaps in coverage or possible incorrect/outdated information.
• Requote client’s policies as needed or as requested.
• Send applications/cancellation forms, issue new policies and enter information into the agency management system as needed.
• Stay up to date on carriers’ policies, packages, coverages, discounts and underwriting guidelines.
• 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.

Qualifications

• Education: Minimum of high school diploma or the equivalent.
• Experience: 2+ years in personal lines customer service.
• Knowledge and Skills: Working knowledge of insurance agency operations, coverages, rates, markets, and applicable insurance laws/codes; thorough knowledge of all personal lines insurance products; excellent analytical, problem-solving, and decision-making skills; excellent oral, written, and interpersonal communication skills; proven automation, time management, and organizational skills.

Other

• Current state personal lines insurance agent/broker license.
• Potential for formulary incentive plan, based on financial results.

Benefits

• Full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP).

Equal Opportunity Employer