Account Manager

Houchens Insurance Group • DAYTON, OH, US • 2m 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.
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!

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

50%

Client/Policy Services

Services Commercial Lines policies and builds relationships with insureds.

Responsibilities include:

Maintaining direct communication and building relationships with insureds.
Maintaining agency management database with current information and ordering corrections when necessary.
Reviewing and invoicing policies and requesting changes.
Obtaining updated underwriting information from clients.
Analyzing quotes and finalizes proposals for accounts.
Completing insured column of exposure analysis to serve the client.
Generating summaries and proposals of coverage and reviews with Producer or client.
Issuing binder, invoices, certificates and endorsements requests as needed.
Keeping sales staff informed of delinquent accounts receivables.
Assisting with file audits of smaller accounts.
Documenting all correspondence, following up for necessary information updates at appropriate times, and keeping the client files organized and up to date.
Maintaining compliance with all Commercial Lines service standards and procedures.
Building relationship with insurance carriers.
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 resolution with minimal Producer/Service Leader involvement.
Completing other duties as assigned by the Producer or Service Leader.

30%

Renewal Marketing

Markets groups with under $10,000 in revenue with no affiliation of a larger account and prepares formal renewal presentation.

Responsibilities include:

Managing renewal timeline and renewal process.
Working with clients for the purpose of gathering marketing data.
Seeking opportunities for potential upselling of accounts including completing exposure analysis.
Sending accounts to several markets for quoting including online quoting, if applicable.
Reviewing, analyzing, and comparing quotes vs. current coverage.
Negotiating client renewals with carriers based on competitive information.
Providing analysis for the Producer.
Preparing a formal proposal for Producers to deliver to customers.
Completing binding instructions.
Completing issue instructions to companies and updating applications.
Completing renewal in the system and with clients, including binders, certificates of insurance, billing, auto ID cards, etc.

10%

Teamwork

Works together with the team and with other departments, such as Marketing, Accounting, Claims, etc.; this includes discussing execution strategies with Producers. Assists in training of new service team members. Volunteers to back up and/or assist others as needed. Special project as requested by manager. Manages PTO to work with departmental needs.

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 years related insurance experience and/or training, preferably handling multi-line, large commercial accounts; or equivalent combination of education and experience.

Certificates, Licenses, Registrations

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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