Purpose of Job

To Provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. 

Job Duties and Responsibilities 

1. Support sales programs and long range objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. 

• Research and answer clients’ and underwriters’ calls.
• Advise clients regarding insurance coverage and risk management issues.
• Process policy changes, renewals and cancellations.
• Handle claims and billing inquiries.
• Foster and maintain good working relationships with insurance company underwriters.
  2. Work with existing clients to round accounts by identifying additional needs, providing quotes and selling needed coverages.
  3. Report immediately any circumstances that may lead to potential or actual HomeServices Insurance Company errors and commissions claim or the real estate, title, and/or mortgage businesses preferred.
  4. Perform any additional responsibilities as requested or assigned.

Performance Expectations

• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
• Establish and maintain positive and productive work relationships with all staff, customers and business partners.
• Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
• 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.

Qualifications

Education:

• Associate’s degree or equivalent work experience and knowledge.

Experience:

• Two years successful servicing experience with independent agency (or equivalent).

Knowledge and Skills:

• Working knowledge of insurance agency operations, claims handling, coverages, rates, markets and applicable insurance laws/codes.
• Thorough knowledge of all personal lines insurance products especially those represented through HomeServices Insurance.
• Excellent analytical, problem-solving and decision-making skills.
• Excellent oral, written and interpersonal communication skills.
• Proven automation, time management, and organizational skills.
• Familiarity with risk assessment and risk management techniques.
• Knowledge of the real estate, title, and/or mortgage businesses preferred.
• Familiarity with Commercial Lines Insurance. 

Other (licenses, certifications, schedule flexibility/OT, travel, etc.):

• Property and Casualty License
• Completion of INS, ACSR, CISR and/or APO or related insurance designations preferred.