New Business Specialist

Job Duties and 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.
• SUBMIT 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 HOME-SERVICES ERRORS AND OMISSIONS CLAIM AND/OR ANY DOI (DEPT. OF INS.) OR RELATED COMPLAINTS TO VP OF CUSTOMER SERVICE.

Qualifications

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

Wage

$23.50 - $28.70 hourly; actual wage is based upon education and experience. 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