Cherry Hill Township, New Jersey, United States · On-site
$28/hr–$34/hr
Senior
To provide day-to-day service and support to specifically assigned new and existing clients in the affluent segment of the Agencies business such that objectives for profitability and growth are met. To help educate Prod…
Process commissions and interact with the offices, agents, and staff to resolve commission issues and respond to agent and sales office questions. Recommend advancement of funds or extension of agent credit. Implement ne…
Skills: Commission Processing, Accounting, Staff Supervision, Problem Solving, Internal Controls
This position provides administrative support to the branch manager and sales associates, oversees and performs office operation duties, recruits and trains staff, interprets and enforces company policy and provides cust…
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 Jo…
Edina Realty Title is seeking a Sr. Title Closing Processor to work out of our Edina, MN closing center and float to other locations to help with coverage as needed. Work as part of the closing team and become an integra…
Skills: Closing Disclosure Preparation, Settlement Statements, Escrow Accounting, Title Evidence Review, Real Estate Transactions
Edina Realty Title is seeking a Sr. Title Closing Processor to work out of our Edina, MN closing center and float to other locations to help with coverage as needed. Work as part of the closing team and become an integra…
Skills: Closing Disclosure Preparation, Settlement Statements, Escrow Accounting, Title Evidence Review, Real Estate Transactions
Purpose of Job This is an existing opportunity to enter the fast-paced real estate environment as a concierge Agent Services Representative. This role works closely with office brokers and top-producing agents and teams.…
Acts as a concierge to ensure a positive experience for agents. Facilitates access/use of agent tools and technology, including during the agent on/off-boarding process. Job Duties and Responsibilities (Essential Job Fun…
Skills: Customer Service, Microsoft Office, Problem Solving, Analytical Skills, Attention To Detail
This position supports sales associates and sales management by reviewing and processing offers and lease and purchase contract documents and providing other administrative services to sales associates. Support includes …
Skills: Transaction Coordination, Data Entry, Microsoft Office, Customer Service, Analytical Skills
As an HR Business Leader (HRBL), you will serve as a trusted advisor to leaders within your assigned client groups. You will guide the strategic and operational execution of HR programs and initiatives that support busin…
Purpose of Job This position is responsible for the day to day administrative support of licensing department services. This role will support licensing administration, record maintenance, association and MLS coordinatio…
Skills: Licensing Administration, Record Maintenance, MLS Coordination, Compliance, Time Management
Purpose of Job This position provides administrative support to the branch manager and sales associates, oversees and performs office operation duties, interprets and enforces company policy and provides customer service…
Manage one or more real estate sales office(s). Recruit, develop, train and retain an effective sales associate and office support team to meet objectives for profitability and growth. Work with executive sales managemen…
Skills: Real Estate Management, Recruiting, Budgeting, Business Planning, Coaching
Fairfax County, Virginia, United States · Remote OK
Mid level
Purpose of Job This position researches real estate titles to produce a title commitment and/or title certificate and updates title abstracts to register property. Provide title evidence to examiners, attorneys or outsid…
Skills: Title Research, Legal Description Analysis, Real Estate Records Research, Abstract Production, Title Commitment Preparation
Work as part of the closing team and become an important part of our buyers’ and sellers’ big day! Alliance Title Group is seeking a Title Closing Processor to work in our Clayton, MO office. This is an in-of…
Skills: Microsoft Office, Customer Service, Oral Communication, Written Communication, Problem Solving
Purpose of Job The Settlement Processor is responsible for pre-closing, coordinating with lenders, preparing closing statements, issuing title policies, preparation and recording of documents and making appropriate disbu…
Skills: Title Clearing, Closing Disclosure Preparation, Tax Certifications, Conveyancing, Microsoft Office
Purpose of Job The Escrow Assistant I provides general office support to the Escrow office to include but not limited to, prepare, package and order escrow information, send instructions to lender, obtain various escrow …
Purpose of Job The facilities and administrative services manager supervises and facilitates the efficient operation and professional appearance of company offices. Responsibilities include managing small remodels, new o…
Purpose of Job The Settlement Processor is responsible for pre-closing, coordinating with lenders, preparing closing statements, issuing title policies, preparation and recording of documents and making appropriate disbu…
Skills: Title Clearing, Closing Disclosure Preparation, Title Industry Software, Notary Public Certification, Title Producer License
The Senior Product Designer will lead design initiatives from concept to execution, ensuring that our products deliver exceptional user experiences and align with business goals. This role will collaborate closely with p…
Skills: Product Design, UX/UI Design, User Research, Usability Testing, Wireframing
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$28/hr–$34/hr
Full-time
associate degree, professional certificate
Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO)
Posted 1d ago
~40 hrs/week
Responsibilities
Provide day-to-day service and support to affluent clients to meet profitability and growth objectives. Coach producers on structuring high-net-worth business and perform annual account reviews to identify additional coverage needs.
Requirements
Requires a Property and Casualty License and at least five years of servicing experience in an independent agency, preferably within the high-net-worth space. An associate degree or equivalent experience is required.
Full job description
To provide day-to-day service and support to specifically assigned new and existing clients in the affluent segment of the Agencies business such that objectives for profitability and growth are met. To help educate Producers on this affluent segment and assist with the placement of their new business.
Job Duties and Responsibilities (Essential Job Functions)
Support sales programs and long-range objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (30-40%)
Coach, educate and support Producers in structuring and submitting high-net worth business to our select group of carriers for underwriting and pricing.
Partner with Producers in presenting quotes to prospective customers and answering coverage and pricing questions.
Research and answer clients’, Producers’ and carriers’ calls and emails.
Advise clients regarding insurance coverage and risk management issues.
Process policy changes, renewals, and cancellations.
Handle claims and billing inquiries.
Foster and maintain good working relationships with Agency Producers and insurance company underwriters.
Perform annual account reviews for each assigned client and present findings and option in-person, via Teams or over the phone depending on the clients’ preference. (30-40%)
Work with existing clients to round accounts by identifying additional needs, providing quotes and selling needed coverages. (10-20%)
Report 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 insurance operations. (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 degree or equivalent work experience and knowledge with high-net-worth personal insurance.
Experience:
A minimum of five years successful servicing experience with independent agency (or equivalent) ideally in the high-net-worth personal insurance space.
Knowledge and Skills:
Working knowledge of insurance agency operations, claims handling, coverages, rates, markets, and applicable insurance laws/codes for this specialized segment of our business.
Thorough knowledge of all personal lines insurance products in the high-net worth space especially those represented through HomeServices Insurance.
Excellent analytical, problem-solving, and decision-making skills.
Excellent oral, written, and interpersonal communication skills.
Proven automation, time management, and organizational skills.
Familiarity with risk assessment and risk management techniques.
Knowledge of the real estate, title, and/or mortgage businesses preferred.
Familiarity with transactional (T-filing) and electronic (e-Filing) environments preferred.
Other (licenses, certifications, schedule flexibility/OT, travel, etc.):
Property and Casualty License
Completion of INS, ACSR, CISR and/or APO or related insurance designations preferred.
Wage: $28.00 - $34.50 hourly; actual wage is based upon education and experience. Potential for formulary incentive plan, 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)
HomeServices of America, through its operating companies, is the country's preeminent provider of homeownership services
Industry
Real Estate
Company size
1,001-5,000 employees
Founded
1998
Headquarters
Minneapolis, MN
LinkedIn followers
7,812
HomeServices of America, through its operating companies, is the country's preeminent provider of homeownership services, including wholly owned brokerages, mortgage, franchising, title, escrow, insurance, and relocation services.. HomeServices is owned by Berkshire Hathaway Energy, a consolidated subsidiary of Berkshire Hathaway Inc. HomeServices’ operating companies offer integrated real estate services, including brokerage services, mortgage originations, title and closing services, property and casualty insurance, home warranties, and other homeownership services.
Our core values of integrity, innovation, and transformative results fuels our purpose of pioneering industry advancements and empowering individuals and families to realize the dream of home ownership, turning aspirations into a reality for all. Our trustworthy reputation is proven in every transaction we make and our commitment to maintaining this standard is unwavering.
Offices: 333 South 7th Street, 27th Floor, Minneapolis, MN 55402, US
real estatemortgage originationsproperty and casualty insurancetitle and closing servicesbrokeragemortgagerelocationinsurancetitle/escrowand escrow
HomeServices of America, through its operating companies, is the country's preeminent provider of homeownership services
Industry
Real Estate
Company size
1,001-5,000 employees
Founded
1998
Headquarters
Minneapolis, MN
LinkedIn followers
7,812
HomeServices of America, through its operating companies, is the country's preeminent provider of homeownership services, including wholly owned brokerages, mortgage, franchising, title, escrow, insurance, and relocation services.. HomeServices is owned by Berkshire Hathaway Energy, a consolidated subsidiary of Berkshire Hathaway Inc. HomeServices’ operating companies offer integrated real estate services, including brokerage services, mortgage originations, title and closing services, property and casualty insurance, home warranties, and other homeownership services.
Our core values of integrity, innovation, and transformative results fuels our purpose of pioneering industry advancements and empowering individuals and families to realize the dream of home ownership, turning aspirations into a reality for all. Our trustworthy reputation is proven in every transaction we make and our commitment to maintaining this standard is unwavering.
Offices: 333 South 7th Street, 27th Floor, Minneapolis, MN 55402, US
real estatemortgage originationsproperty and casualty insurancetitle and closing servicesbrokeragemortgagerelocationinsurancetitle/escrowand escrow