Personal Lines Client Advisor I

Houchens Insurance Group • Santa Rosa Beach, FL, US • 4m ago

Description

Are you a motivated individual who is driven by a rewarding career?

Join our team in a role that will let your dedication propel you toward both personal and professional success.

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…

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

Analyzes and answers requests by mail, telephone, or in person from policyholders, internal production or

Marketing personnel for information concerning insurance policies by performing the following duties.

50% Client/Policy Services

Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings.
Preparing submissions and marketing the business.
Maintaining direct communication and building relationships with insureds.
Reviewing and invoicing policies and requesting changes.
Referring to the group, life, and commercial leads to appropriate personnel.
Preparing proposals and complete coverage analyses to serve the client.
Maintaining an accurate and updated expiration list.
Processing invoices and credits on agency bill policies.
Tracking direct bill transactions by company.
Reviewing policy coverage and endorsements on all new and renewal business, including rating.
Handling all account service issues in accordance with the E&O standards.
Daily maintenance and processing of carrier downloads.
Building relationships with insurance carriers.
Maintaining compliance with all Personal Lines service standards and procedures, including daily service.
Developing Producer and Service Leader confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
Handling complex policy issues and finding a resolution with minimal Producer/Service Leader involvement.

30% Renewal Marketing

Remarkets current client policies and prepares formal renewal presentation.
Managing renewal timeline and renewal process.
Generating summaries and proposals of coverage and reviews with Producer.
Working with clients for the purpose of gathering marketing data.
Seeking opportunities for potential upselling of accounts including completing exposure analysis.
Negotiating client renewals with carriers based on competitive information.
Reviewing, analyzing, and comparing quotes vs. current coverage.
Issuing binder, invoices, certificates, and endorsements requests as needed.
Completing binding instructions.

10% Teamwork

Works together with the team and with other departments, such as Marketing and Claims; including

conferencing with Producer to discuss the execution of strategies. Assists in training of new

service team members. Volunteers to back up and/or assist others as needed. Manages PTO to

work with departmental needs. Special projects as requested by Manager.

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

At least three or more years related insurance experience and/or training, preferably handling personal line accounts; or equivalent combination of education and experience.

Computer Skills

To perform this job successfully, an individual should have knowledge of databases, spreadsheets, Word Processing, and Internet software.

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