New Business Specialist
HomeServices of America · Tucson, AZ · 3 wk ago
HybridOTHRFull-time
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.