HomeServices Insurance is an independent insurance agency focusing on personal lines insurance products with over 35 different locations in the United States. We have established relationships with many of the top A-rated carriers allowing us to provide solutions for a vast array of customers. Our employees are our most important asset, so we maintain a positive, respectful, and encouraging work environment. But don’t just take our word for it! HomeServices Insurance has been named a Top Insurance Employer based off employee feedback every year since 2018 and we maintain a 97% employee retention rate. Having doubled in size, it’s proven we don’t like to sit still! We enjoy and promote a fast-paced working environment and our constant growth continues to open new opportunities for our company and employees.

We are looking for customer service-oriented individuals eager to join a growing organization in the insurance industry. Our 26-week paid training program is designed to equip you with the skills needed to provide exceptional day-to-day service and support to both new and existing insurance customers. Once the program is completed, and appropriate licensure has been obtained, CSR Trainees will transition into one of our customer service roles. This is a fantastic opportunity for talented individuals to dive into the insurance world, get licensed, and receive comprehensive training.

Job Duties and Responsibilities

1. Taking direction from the Trainer, learn how to support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness.

Learn how to handle calls from clients, underwriters and third parties.
Learn how to advise clients regarding insurance coverage and risk management issues.
Learn how to process policy changes and cancellations.
Learn how to assist with claims and billing inquiries.
Foster and maintain good working relationships with insurance companies and underwriters.

2. Learn how to work with existing clients to providing quotes on current lines of business, or line replacements, and cross-selling.

3. Learn how to identify and then 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 the department manager.

4. Perform any additional responsibilities as requested or assigned.

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:

High School Diploma or equivalent work experience and knowledge.

Experience:

Previous customer service experience.

Knowledge and Skills:

Excellent analytical, problem-solving, and decision-making skills.
Excellent oral, written, and interpersonal communication skills.
Proven automation, time management, and organizational skills.
Basic math skills and aptitude for learning new technology

Licensure:

Obtain Property and Casualty License during the program.

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).

If you are interested in our 26-week paid training program to become a licensed insurance rep, please send your confidential resumes to Dolla Yang - TA Specialist/ Human Resources at dollayang@homeservices.com. Join our growing insurance team today!

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