The Client Services Manager oversees the daily operations of the client services team to ensure compliance with agency practices, company policies and state regulations. Responsible for supporting team members by training, mentoring and coaching. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Plan, organize and direct daily activities of client services staff to ensure the efficient operation of their daily responsibilities. Train staff, answer staff questions and solve problems. Distribute work and schedule staff to ensure optimal coverage and response time. Handle clients seeking to speak with management or otherwise as necessary. Ensure that staff understands and appreciates the importance of confidentiality. (60-65%) Inspect work processed to confirm that it conforms to agency...

The Client Services Manager oversees the daily operations of the client services team to ensure compliance with agency practices, company policies and state regulations. Responsible for supporting team members by training, mentoring and coaching. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Plan, organize and direct daily activities of client services staff to ensure the efficient operation of their daily responsibilities. Train staff, answer staff questions and solve problems. Distribute work and schedule staff to ensure optimal coverage and response time. Handle clients seeking to speak with management or otherwise as necessary. Ensure that staff understands and appreciates the importance of confidentiality. (60-65%) Inspect work processed to confirm that it conforms to agency...

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)    1.  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...

During a six-month training program, the CSR Trainee will learn how to provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. Once the program is completed, and appropriate licensure has been obtained, CSR Trainee may transition into one of our customer service roles. Job Duties and Responsibilities (Essential Job Functions)   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. (75-80%) 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...

Purpose of Job During a six-month training program, the CSR Trainee will learn how to provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. Once the program is completed, and appropriate licensure has been obtained, CSR Trainee may transition into one of our customer service roles. Job Duties and Responsibilities (Essential Job Functions)   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. (75-80%) 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...

Purpose of Job During a six-month training program, the CSR Trainee will learn how to provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. Once the program is completed, and appropriate licensure has been obtained, CSR Trainee may transition into one of our customer service roles. Job Duties and Responsibilities (Essential Job Functions) 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. (75-80%) 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...

During a six-month training program, the CSR Trainee will learn how to provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. Once the program is completed, and appropriate licensure has been obtained, CSR Trainee may transition into one of our customer service roles. Job Duties and Responsibilities (Essential Job Functions)   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. (75-80%) 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...

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. (75-80%) · 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. (10-15%) 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...

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. (75-80%) · 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. (10-15%) 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...

Responsible for reviewing client’s renewals, looking into premium increases, identifying any gaps in coverage or coverage errors or omissions, and remarketing accounts as needed. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Review and compare client’s current policies with their renewal policies and investigate the reason for any major increases in premium. (30-40%) Advise client’s regarding insurance coverages and risk management issues. Identify any additional insurance needs, gaps in coverage or possible incorrect/outdated information. (20‑30%) Requote client’s policies as needed or as requested. Send applications/cancelation forms, issue new policies and enter information into the agency management system as needed. (20-30%) Stay up to date on carriers’ policies, packages,...

To provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. Job Duties and Responsibilities (Essential Job Functions)   Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (75-80%) Research and answer calls from clients, underwriters and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes and cancellations. Handle claims and billing inquiries. Foster and maintain good working relationships with insurance companies and underwriters. Work with existing clients to providing quotes on current lines of business, or line replacements, and cross-selling. (10-15%) 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...

Step into a dynamic, client-focused role at HomeServices Insurance (HSI) —a trusted name under the HomeServices of America family—where your expertise in personal and commercial insurance becomes a powerful asset in protecting what matters most. As a key player on our high-performing team, you’ll assess client risk, deliver customized coverage solutions, and drive results through proactive sales, relationship-building, and strategic insurance placement. HSI offers a highly competitive incentive plan directly tied to new business production—with unlimited earning potential—empowering you to take control of your success while growing your career within one of the nation’s most respected real estate networks. Job Duties and Responsibilities (Essential Job Functions) Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (65‑75%) Foster...

Purpose of Job To provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. Job Duties and Responsibilities (Essential Job Functions) 1.  Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness.            (30-40%) Research and answer calls regarding claims from clients, underwriters and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes and cancellations. Handle claims and payment questions. Foster and maintain good working relationships with insurance companies and underwriters. 2.  Serve as the first point of contact for policyholders reporting a claim. Procedures will be created regarding how to transfer claim calls / emails. etc. 3.  Investigate, evaluate, and process personal lines claims in accordance...

Purpose of Job To provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. Job Duties and Responsibilities (Essential Job Functions) 1. Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (30-40%) Research and answer calls regarding claims from clients, underwriters and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes and cancellations. Handle claims and payment questions. Foster and maintain good working relationships with insurance companies and underwriters. 2. Serve as the first point of contact for policyholders reporting a claim. Procedures will be created regarding how to transfer claim calls / emails. etc. 3. Investigate, evaluate, and process personal lines claims in accordance with policy coverage...

Research, develop, and execute effective recruiting and staffing strategies to attract top-tier, diverse talent for professional and management-level roles across the HomeServices of America enterprise. Collaborate closely with hiring managers and HR partners to ensure a seamless, high-quality candidate experience and to help drive efficient and strategic hiring initiatives across the organization. Job Duties and Responsibilities (Essential Job Functions) Full Cycle Recruiting (90-95%) Partner with hiring managers across multiple companies to understand staffing needs and develop tailored recruitment strategies. Source, engage, and recruit both active and passive candidates using a variety of tools including job boards, social media, networking, and referrals. Conduct pre-screens, interviews, reference checks, and manage the offer process to ensure a seamless candidate experience. Provide expert guidance to hiring managers on interviewing techniques,...

To provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. Job Duties and Responsibilities (Essential Job Functions)  1.  Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (75-80%) Research and answer calls from clients, underwriters and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes and cancellations. Handle claims and billing inquiries. Foster and maintain good working relationships with insurance companies and underwriters. 2.  Work with existing clients to providing quotes on current lines of business, or line replacements, and cross-selling. (10-15%) 3.  Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or...

Step into a dynamic, client-focused role at HomeServices Insurance (HSI) —a trusted name under the HomeServices of America family—where your expertise in personal and commercial insurance becomes a powerful asset in protecting what matters most. As a key player on our high-performing team, you’ll assess client risk, deliver customized coverage solutions, and drive results through proactive sales, relationship-building, and strategic insurance placement. HSI offers a highly competitive incentive plan directly tied to new business production—with unlimited earning potential—empowering you to take control of your success while growing your career within one of the nation’s most respected real estate networks. Job Duties and Responsibilities (Essential Job Functions)       Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (65‑75%)...

Purpose of Job Provides administrative support for the department/office. Assists with special projects as needed and provides backup to other office staff in their absence. May serve as liaison between perspective client, real estate agents, vendors, or other departments May provide work direction to other clerical staff Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary.  Refer to your manager or human resources for specific duties and performance expectations. Answer phone, schedule appointments, provide information, greet customers, orient clients to office/department services and personnel, and respond to information requests. Enter data, maintain and monitor data files, create files and documents, produce reports, process and verify paperwork, prepare billings, process invoices, proof documents, prepare mailings, prepare packets and handle correspondence, may provide...

Step into a dynamic, client-focused role at HomeServices Insurance (HSI) —a trusted name under the HomeServices of America family—where your expertise in personal and commercial insurance becomes a powerful asset in protecting what matters most. As a key player on our high-performing team, you’ll assess client risk, deliver customized coverage solutions, and drive results through proactive sales, relationship-building, and strategic insurance placement. HSI offers a highly competitive incentive plan directly tied to new business production—with unlimited earning potential—empowering you to take control of your success while growing your career within one of the nation’s most respected real estate networks. Insurance Agent Property/Casualty Personal Lines Sales Producer Responsibilities: Solicit new business sales and services existing customers accounts. Identify and contact realty and non-realty lead sources to assess, recommend and secure appropriate insurance...

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 Job Functions) Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (65‑75%) Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities. (20-25%) Provide work direction as appropriate to new business specialists to ensure all aspects of client on-boarding are completed properly and in a timely manner. (0-5%) Actively monitor and report to management any circumstances that may lead to a potential or actual insurance errors and omissions claim, DOI (department of insurance) or related complaints. (0-5%) Remain current on industry trends and...