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 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.
- A 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!
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.
To learn more about Houchens Insurance Group, visit us on LinkedIn.
Summary
Provides technical support to department personnel in processing Select insurance policies. Such serving will include verbal and written communication internally with staff and externally with current clients and other office support activities.
Essential Duties and Responsibilities:
60% Client/Policy Services
Provides daily support to Select Client Advisors and Select accounts through:
- Sorting daily mail
- Pull mail from mail folders twice a day.
- Confirm all mail was scanned in and assigned.
- Handle, Check-in, Download, and Attach all endorsements that comes in through unrouted attachments. Email endorsement to insured.
- Download and Attach policies from carrier websites, notate the file, and let AM know the policy is attached.
- Review and check Audits (rates, rating). Notify AM and Producer if the audit is +/-$500. Email audit with Audit Letter to insured.
- Running Expiration Report for the next 120 days, the first of each month. (Lists need to be run for each Producer and each Client Advisor).
- Printing / Mailing Renewal Questionnaires. Email renewal questionnaires to the insured at 120+ days.
- Assisting Client Advisors with any items necessary to reduce backlog.
- Assisting in Miscellaneous items as needed or directed by management.
- Processing Certificate of Insurance Requests / Issue Renewal Certificates.
- Processing Auto Id Requests / Issue Renewal Auto Id.
- Processing Evidence of Property Requests / Issue Renewal Evidence of Property.
- Processing payments brought into the office.
- Learning all Select Lines service standards and procedures.
- Developing P&C Marketer's confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
20%
Filing Management
Responsibilities include:
Documenting all correspondence, following up for necessary information updates at appropriate times, and keeping the client EPIC files organized and up to date.
10%
Teamwork
Works together with the team and with other departments, such as Marketing, Accounting, Claims, Producers, etc.; this includes conferencing with the Producers 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.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Requirements
Education and/or Experience
Bachelor's degree from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
Certificates, Licenses, Registrations
Must be able to obtain insurance licenses and designations as set forth by the organization's education plans.
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