What are the responsibilities and job description for the Support Agent position at HomeFirst Agency?
Position Title: Sales Support Agent Career Level:
Department: Insurance Sales Job Status: Full-time/Hourly
Reports to: Sales Support Team Lead Amount of Travel: None
HomeFirst® (HFA) Agency is a leading insurance agency offering a wide range of insurance products from nationally-known insurance companies to protect your home, property and life. We strive to help customers find the right insurance products to fit their needs at competitive rates. Located in Maryville, Tennessee, we offer homeowners insurance to customers nationwide, and insurance to protect your other property and life in select states. For over 20 years, we have helped customers with their insurance needs. Today, we have more than 180,000 customers.
JOB SUMMARY
The Sales Support Agent position provides support for licensed and non-licensed insurance agents at Retail Home Centers. The Sales Support Agent reports to the Sales Support Team Lead and partners with HomeFirst agents, Retail Home Centers, Vanderbilt Mortgage and Finance (VMF), and other lenders to increase the volume of insurance sales to Retail customers.
JOB FUNCTIONS
Insurance Pre-Closing
- Coordinates with Home Centers, closing attorneys, title companies, lenders, and various internal departments throughout the mortgage process to ensure a timely completion of pre-close insurance binder and invoice.
- Researches needed coverage, prepares replacement cost estimator, and reviews appraisals.
- Corresponds with lenders and home centers in gathering information for proof of coverage.
- Prepares insurance binders and invoices for closings.
Insurance Processing and Post-Closing
- Works various policies and error reports.
- Locates money and works lockbox reports.
- Creates, maintains, and issues insurance policies.
- Provides solutions to complex insurance-related problems for homeowner prospects, Retail Home Centers, and lenders.
- Maintains organized records of binders, invoices, correspondence, and related documentation.
Communication
- Fields incoming calls and emails from customers and Home Centers who need assistance with questions regarding existing/potential coverage or issues.
- Discusses homeowner needs with insured, Home Centers, and lenders.
- Assists Home Centers and lenders with policy changes.
- Provides excellent customer service to various business partners including Retail Home Centers, lenders, and HomeFirst Sales and Services.
- Communicates with any internal group needed to resolve any final issues that arise.
- Assigns Binder Closings to Licensed Service Agents.
- Prepares and maintains accurate records for OnBase and local drives.
Other duties as assigned
This job description is not an exhaustive list of all the functions that a team member and other duties may be assigned.
REQUIREMENTS AND QUALIFICATIONS
QUALIFICATIONS:
- Education: High School diploma or equivalent required, college degree preferred.
- Experience: 1-2 years of insurance or lending experience preferred.
- Current TN Property and Casualty License preferred. If not currently licensed, must obtain license within 90 days of hire. Continued education is also required.
- Competent computer skills in both Excel and Word.
- Ability to work well with others in a team environment.
- Possess strong verbal and written communication and listening skills with customers, peers, and superiors.
- Proven ability to have initiative, good judgement, and the ability to make decisions independently.
- Problem solving, organizational, and follow-up skills.
- Great attention to detail, organizational skills, and time management.
- Good sense of urgency and follow up.
Licenses/Certifications A current TN Property and Casualty License preferred. Must obtain license within 90 days of hire if not currently licensed. Continued education is also required.
Knowledge, Skills, and Abilities (KSAs):
Ability to work well with others in a team environment.
- Must possess the ability to clearly communicate with customers, peers, and superiors.
- Possess strong verbal and written communication and listening skills.
- Proven ability to have initiative, good judgement, and the ability to make decisions independently.
- Problem solving, organizational and follow-up skills.
- Competent computer skills in both Excel and Word.
- Ability to manage multiple and/or conflicting responsibilities.
- Great attention to detail, organizational skills, and time management.
- Good sense of urgency and follow up.
PHYSICAL DEMANDS:
- Must be able to remain in a stationary position 75% of the time.
- Will be constantly operating a computer and other office productivity machinery, such as a telephone, calculator, copy machine, and computer printer.
- Will be communicating via phone, Teams, and Zoom.
- Must be able to exchange accurate information at all times.
- Must be able to identify and assess account status and determine appropriate process.
- Will constantly work in a state-of-the-art indoor temperature controlled, sealed window office environment.
BENEFITS:
- Medical and Dental Plan with Prescription Coverage and Vision.
- Competitive benefits including 401(K) includes 100% company match of the first 4%.
- Paid time off days (PTO), maternity/paternity leave, and holidays.
- Community involvement including Volunteer Paid Time Off (VTO).
- Tuition Assistance for your first degree.
- Enjoy coming “home” to our brand new, state-of-the-art Home Office equipped with onsite fitness facility with full gym, workout classes, volleyball and basketball courts, ping-pong, disc golf course, and onsite restaurant.
- Wellness programs that focus on emotional, social, spiritual, intellectual, environmental, physical, and financial well-being.
- Collaborative and energetic work environment.
- Professional development and promotional opportunities.
- Qualifies for quarterly company profit sharing.
Here are some more reasons to choose HomeFirst Agency!
- A Berkshire Hathaway Company – an integrity-based organization offering unlimited career growth
- Full-time team members have the flexibility to create their own health, dental, and vision benefits package. HomeFirst Agency provides competitive 401(k) programs, including investment options and company matching for full and part time employees after one year to help our team members achieve their financial goals. Additional benefits include paid parental leave, tuition reimbursement, Employee Assistance Programs, and more.
- As part of HomeFirst’s commitment to Opening Doors to a Better Life, HFA is now providing paid time for Team Members to volunteer to causes that are meaningful to them through the Clayton Impact program.
- At HFA, we encourage holistic wellness with physical, nutritional, social, financial, spiritual, and occupational programs available online or in-person for team members.
- Our newly renovated Home Office campus offers an onsite restaurant, onsite fitness facility with full gym, in-person and virtual workout classes, yoga/barre studio, volleyball, and basketball courts, walking paths, and a disc golf course.
HomeFirst Agency is committed to a diverse and inclusive workplace. HomeFirst Agency is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
HomeFirst Agency. Where you start a job and gain a career!
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