Insurance Producer

HomeServices Relocation, LLC; Scottsdale (AZ); On-site; USD 52,000 - 78,000; Full time

Job summary

HomeServices Relocation, LLC in Scottsdale, AZ is seeking a seasoned personal lines insurance sales professional to assess client risk exposures, quote and place coverage, and proactively grow the book of business.

You will foster relationships with real estate professionals, provide direction to new business specialists, monitor for potential errors, stay current with underwriting requirements, and maintain an active license.

Qualifications

• Two years’ successful personal lines insurance sales experience.
• Associate’s degree or equivalent work experience; bachelor’s degree preferred.
• Active state agent/broker personal lines insurance license.

Responsibilities

• Market and sell personal lines insurance policies, quote and place coverage, identify and assess client risk exposures.
• Foster referral relationships with real estate personnel to maximize sales opportunities.
• Provide work direction to new business specialists for proper onboarding.
• Monitor and report any circumstances that may lead to insurance errors or complaints.
• Remain current on industry trends and carrier underwriting requirements; follow procedures.
• Keep license current and complete CEUs as needed.
• Perform additional responsibilities as requested.

Skills

Excellent sales and marketing skills

Insurance operations knowledge

Risk assessment knowledge

Analytical and problem-solving skills

Oral and written communication

Time management and organization

Real estate, title, mortgage knowledge

Active personal lines license

Education

Associate’s degree or equivalent

Bachelor’s degree preferred

Tools

State agent/broker license for personal lines

Job description

Responsible for assessing client’s risk exposure on personal and/or commercial property, making appropriate recommendations and placing coverage to address those risks.

Job Duties and Responsibilities (Essential Job Functions)

• Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (65‑75%)
• Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities. (20-25%)
• Provide work direction as appropriate to new business specialists to ensure all aspects of client on-boarding are completed properly and in a timely manner. (0-5%)
• Actively monitor and report to management any circumstances that may lead to a potential or actual insurance errors and omissions claim, DOI (department of insurance) or related complaints. (0-5%)
• Remain current on industry trends and specific carrier underwriting requirements. Follow all company procedures and processing guidelines. (0-5%)
• Ensure license remains current to include taking CEUs as needed in a timely manner. (0-5%)
• Perform any additional responsibilities as requested or assigned. (0-5%)

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; bachelor’s degree preferred.

Experience:

• Two years’ successful personal lines insurance sales experience.

Knowledge and Skills:

• Excellent sales and marketing skills.
• Working knowledge of insurance agency operations, coverages, rates, markets and applicable insurance laws/codes.
• Working knowledge of risk assessment and risk management techniques.
• Excellent analytical, problem-solving and decision-making skills.
• Excellent oral, written and interpersonal skills.
• Excellent automation, time management, and organizational skills.
• Knowledge of real estate, title, and/or mortgage businesses preferred.
• Appropriate state agent/broker personal lines insurance license.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.