New Business Specialist

HomeServices Insurance, Inc.; Tucson, Northern (AZ, KY); Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

Medical

Health Savings Account

Dental

Vision

Life Insurance

Paid Vacation (PTO)

401(k) with employer match

Flexible Spending Account

Employee Assistance Program (EAP)

Job summary

HomeServices Insurance, Inc. is seeking a New Business Specialist to serve as a subject matter expert and liaison for sales teams. You will guide on underwriting requirements, coverage structuring, and carrier expectations to improve submission quality and policy placement.

The role emphasizes reviewing submissions, risk evaluation, data integrity in AMS, and end-to-end processing with strong regulatory compliance. Join a collaborative team dedicated to accuracy and timely policy issuance.

Qualifications

• Associate's degree or equivalent work experience.
• 1–2 years processing or servicing experience with an independent agency (or equivalent).
• Appropriate state agent/broker license is required.
• Benefits include Medical, HSA, Dental, Vision, Life Insurance, PTO, 401(k) with employer match, FSA, and EAP.

Responsibilities

• Review new business submissions for completeness and compliance with underwriting guidelines.
• Evaluate risk and quality assure coverage selections, rating accuracy, and documentation.
• Maintain client, policy, and transaction data in AMS with high accuracy.
• Process insurance applications end-to-end, ensuring forms and docs are complete.
• Submit business to carriers and monitor underwriting status to align with quoted terms.
• Reconcile issued policies in AMS against terms and premiums.
• Collaborate with agents, sales teams, and carriers to resolve discrepancies.
• Ensure compliance with DOI regulations and company standards; maintain audit-ready docs.
• Identify opportunities to improve underwriting quality and efficiency.
• Escalate E&O risks and compliance concerns to leadership promptly.
• Perform any additional responsibilities as assigned.

Skills

Underwriting knowledge

Risk assessment

AMS data management

Regulatory compliance

Carrier liaison

Documentation control

E&O awareness

Education

Associate's degree or equivalent

Tools

AMS (Agency Management System)

Job description

The New Business Specialist serves as a subject matter expert and key liaison to sales teams, providing guidance on underwriting requirements, coverage structuring, and carrier expectations to improve submission quality, ensure compliance with underwriting standards, and increase policy placement success rates.

Job Duties and Responsibilities (Essential Job Functions)

• Review new business submissions for completeness, accuracy, and compliance with underwriting guidelines and regulatory requirements (10-20%)
• Evaluate risk and perform quality assurance on coverage selections, rating accuracy, and supporting documentation (10-20%)
• Maintain and update client, policy, and transaction data in the Agency Management System (AMS) with high accuracy and audit readiness (5-10%)
• Process insurance applications end-to-end, ensuring all required forms and documentation are complete and compliant (5-10%)
• Submit business to carriers,monitorunderwriting status, and ensuretimely,accuratepolicy issuance aligned with quoted terms (10-20%)
• Reconcile issued policies in AMS, verifying coverage, premiums, and endorsements against bound terms (5-10%)
• Collaborate with agents, sales teams, and carriers to resolve discrepancies and obtain outstanding requirements (0-5%)
• Ensure compliance with DOI regulations and company standards;maintainorganized, audit-ready documentation (5-10%)
• Identifyprocess improvement opportunities to enhance efficiency, reduce errors, and improve underwriting quality (5-10%)
• Escalate potential errors & omissions (E&O), compliance risks, and customer concerns to leadership promptly (5-10%)
• Perform anyadditionalresponsibilities 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 expectedtime framesand with a high degree of quality and professionalism.
• Establish andmaintainpositive 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 company policies, the Code of Business Conduct, confidentiality requirements, attendance standards, and safety practices.

Qualifications

Education: Associate's degree or equivalent work experience and knowledge.

Experience: One to twoyearssuccessful processing or servicing experience with an independent agency (or equivalent).

Knowledge and Skills: Appropriate stateagent/broker insurance license isrequired.

We offer a 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

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.