What are the responsibilities and job description for the Personal Lines Client Advisor I position at Houchens Insurance Group?
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:
What You Will Receive…
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.
Essential Duties And Responsibilities
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.
Responsibilities include:
Renewal Marketing
Remarkets current client policies and prepares formal renewal presentations.
Responsibilities include:
Teamwork
Works together with 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.
Supervisory Responsibilities
Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Associates.
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.
Certificates, Licenses, Registrations
Must hold an 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.
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:
- Clients
- Co-owners
- Communities
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!
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.
Essential Duties And Responsibilities
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.
Responsibilities include:
- Preparing submissions and marketing business.
- Maintaining direct communication and building relationships with insureds.
- Reviewing and invoicing policies and requesting changes.
- Referring to group, life, and commercial leads to appropriate personnel.
- Preparing proposals and completing 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 businesses, including ratings.
- 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 resolution with minimal Producer/Service Leader involvement.
Renewal Marketing
Remarkets current client policies and prepares formal renewal presentations.
Responsibilities include:
- 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.
Teamwork
Works together with 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.
Supervisory Responsibilities
Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Associates.
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.
Certificates, Licenses, Registrations
Must hold an 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.
Personal Lines Client Manager
World Insurance Associates LLC -
Wall, NJ
