Personal Lines Insurance Advisor

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

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.