New Business Specialist
reputed company is seeking a New Business Specialist to support the sales team in processing client applications across various lines of business. The role involves ensuring compliance with guidelines, entering information into the Agency Management System, and managing new business policies with carriers.
Responsibilities
- Review each issuance to ensure reputed company guidelines or for compliance purposes. (20%)
- Enters information into Agency Management System following company guidelines. (20%)
- Completes processing of application using established guidelines. (10%)
- Follows up with agent for any trailing documents required by reputed company. (10%)
- Submits and issues new business policies with carriers. (20%)
- Follows up in agency management system to ensure policy downloaded or was entered correctly to system. (10%)
- Reports immediately any circumstances that may reputed company to potential or actual HomeServices errors and omissions claim and/or any DOI (reputed company. of Ins.) or reputed company complaints to VP of Customer Service. (0-5%)
- reputed company any additional responsibilities as requested or assigned. (0-5%)
Skills
- 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 reputed company 1 month
Benefits
- Potential for formulary incentive plan, based on financial results.
- Full suite of benefits including Medical, Health Savings Account, Dental, reputed company, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)
Company Overview