Personal Lines Client Associate I

Houchens Insurance Group • Bowling green, KY, US • 3m ago

Description

Are you a motivated individual who enjoys stability and a systematic approach to success?

Join our team in a role that ensures a secure foundation for both our clients and your career growth.

What is Houchens Insurance Group?

We are a 100% employee-owned company with a great culture and excellent benefits. We're big on growing and celebrating the talent that we hire. Houchens Insurance Group is dedicated to embodying the three fundamental pillars of service:

1. Clients

2. Co-owners

3. Communities

By placing equal emphasis on meeting the needs of our clients, fostering a supportive environment for our co-owners, and actively contributing to the betterment of our communities, we strive to create a positive and impactful experience for all.

What you will receive…

Variable compensation with unlimited growth based on your performance.
Ownership in the company in the form of stock via the Houchens Industries ESOP, the largest 100% owned company in the world.
Long-term career with substantial development and advancement opportunities.
Opportunity to lead and operate within a production team model to ensure efficient operations and optimal output.
Comprehensive medical, dental, and vision plans, and many more supplemental benefits.
Work-life balance
Plus, much more!

To learn more about Houchens Insurance Group, visit us on LinkedIn.

Summary

Provides technical support to department personnel in processing personal lines insurance policies. Such serving will include verbal and written communication internally with staff and externally with current clients and other office support activities.

50% Client/Policy Services

Provides daily support to Client Advisors and personal line accounts. Completing applications for new business policies and renewals.
Sending applications to companies. Checks all lines of personal insurance for accuracy and rates for new and renewal business.
Updating computer records; issues invoices for agency bill policies.
Updating the computer upon receipt of policies. Using various company websites (quoting, MVRs, etc.)
Checking renewal premiums for remarketing rate comparisons and quotes.
Maintaining all supplies from companies, including company forms, cancellations, and endorsements for the department.
Learning all Personal Lines service standards and procedures, including daily service and building relationships with clients and with insurance companies.
Developing and maintaining Client Advisor confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.

30% Office Administration/File Management

Documenting all correspondence, following up for necessary information updates and keeping the client files organized and up to date.
Thoroughly completing assigned policy audits.

10% Teamwork

Works together with team and with other departments, such as Marketing and Claims; including conferencing with Producer or Client Advisor to discuss the execution of strategies. Manages PTO to work with departmental needs. Volunteers to back up and/or assist others as needed.

10% Determination

Displays commitment and initiative to meet department and agency education goals as set forth in the organization’s education program.

Requirements

Education and/or Experience

Bachelor's degree from a four-year college or university; or one to two years related insurance experience and/or training; or equivalent combination of education and experience.

Certifications

Must hold applicable state insurance license or have the ability to obtain such within 90 days of employment. Must be able to obtain insurance designations as set forth by the organization’s education plan.

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