Select Lines Client Associate ll bei Houchens Insurance Group INC.
Houchens Insurance Group INC. · Paducah, Vereinigte Staaten Von Amerika · Onsite
- Junior
- Optionales Büro in Paducah
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!
Responsibilities
60% Client/Policy Services
-Provides daily support to Select Client Advisors and Select accounts through:
- 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 file and let AM know 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 next 120 days the first of each month. (Lists need to be run for each Producer and each Client Advisor).
- Email Renewal Questionnaires. 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 office, attach to file and email insured EPIC or carrier receipt.
- Maintaining compliance with all Select Lines service standards and procedures including handling some Client Advisor duties.
- Maintaining Client Advisor confidence in job knowledge, judgment calls, and awareness of current industry trends and developments
- Developing Producer and Service Leader confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
20% Filing Management
-Documenting all correspondence, following up for necessary information updates at appropriate times, and keeping the client files organized and up to date.
-Thoroughly completing assigned file audits. 10% Teamwork Works together with team and with other departments, such as Marketing, Accounting, Claims, Producers, etc., 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
Bachelor's degree from four-year college or university; or one or two years related insurance experience and/or training; or equivalent combination of education and experience.
Certifications
Must be able to obtain insurance licenses and designations as set forth by the organization's education plans.
Jetzt bewerben