What are the responsibilities and job description for the Commercial Lines Client Associate I position 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 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 commercial insurance policies. Such serving will include verbal and written communication internally with staff and externally with current clients and other office support activities.
60% Client/Policy Services
Provides daily support to Account Advisors and commercial insurance accounts.
Responsibilities include:
- Preparing accurate, properly completed certificates of insurance.
- Confirming the existence of coverage certified; checks for and secures missing information and authorization when necessary.
- Completing simple change requests, checks endorsements, cancellation endorsements and audits for accuracy and relevancy.
- Preparing accurate, properly completed auto ID cards; processes new business and renewal. certificates, auto id’s, endorsements, cancellations, and audits.
- Following up on direct bill late payments and keeping the Producer and Account Advisor informed.
- Preparing renewal files and renewal kits, including ordering of loss runs and loss summaries.
- Learning all Commercial Lines service standards and procedures.
20% File Management
Documenting all correspondence, follow up for necessary information updates at appropriate times, and keep the client files organized and up to date.
10% Teamwork
Works together with team and with other departments, such as Marketing, Accounting, Claims, Producers, etc., this includes conferencing with Producer or Account Executive to discuss the execution of strategies. Manages PTO to work with departmental needs. Volunteers to back up and/or assist other associates as needed.
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 a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.