What are the responsibilities and job description for the New Business Specialist position at The Escrow Firm?
New Business Specialist provides support to the sales team when processing client applications across several lines of business. This role needs to ensure questions and applications are answered thoroughly meeting guidelines and compliance standards.
Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations.
- Review each issuance to ensure underwriting 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 carrier. (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 lead to potential or actual HomeServices errors and omissions claim and / or any DOI (Dept. of Ins.) or related complaints to VP of Customer Service. (0-5%)
- Perform any additional responsibilities as requested or assigned. (0-5%)
Performance Expectations
Qualifications
Education :
Experience :
Knowledge and Skills :
Wage : $21.50-26.70 hourly; actual wage is based upon education and experience. Potential for formulary incentive plan / discretionary bonus, 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
Salary : $22 - $27
