Select Lines Client Associate ll at Houchens Insurance Group INC.

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.