New Business Underwriting & Submissions 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

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.