- 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
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Client Advisor II - Elizabethtown, United States - Houchens Insurance Group
Description
Job Type
Full-time
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...
Summary
Provides technical support to department personnel in processing commercial insurance policies and commercial and personal claims. Such serving will include verbal and written communication internally with staff and externally with current clients and other office support activities.
Essential Duties and Responsibilities
Disclaimer: The duties listed are intended to describe the general nature and level of work to be performed. This is not an exhaustive list of all responsibilities, duties, and skills which may be required.
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 group, life, and commercial leads to appropriate personnel.
•Preparing proposals and complete coverage analyses to serve the client.
•Maintaining accurate and updated expiration list.
•Processing invoices and credits on agency bill policies.
•Tracking direct bill transactions by company.
•Reviewing policy coverages and endorsements on all new and renewal business, including rating.
•Daily maintenance and processing of carrier downloads.
•Maintaining conducive relationships with insurance carriers.
•Maintaining compliance with all Personal and Commercial Lines service standards and procedures; including daily service.
•Maintaining Producer and Service Manager confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
•Handling complex policy issues and finding resolution without Producer/Service Manager involvement.
30%
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 the 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.
10%
Claims Back Up
Responsibilities include:
•Reporting losses to companies with daily follow-ups
•Establishing & maintaining active claim files to include daily and suspense monitoring and follow-ups.
•Processing initial information on claims over the phone, including the first report of loss.
•Follow up with the claims manager on significant claims made during absences.
10%
Determination
Displays commitment and initiative to meet department and agency education goals as set forth in the organization's education program.
Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education and/or Experience
Bachelor's degree from a four-year college or university; two to three years related experience and/or training; or equivalent combination of education and experience.
Language Skills
Ability to read and interpret documents such as rules, instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak comfortably and effectively to groups of customers.
Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Reasoning Ability
Ability to apply common sense understanding to carry out detailed but involved written or oral instructions. Ability to bring full resolution to issues with Producer/Service Manager/Advocate involvement.
Computer Skills
To perform this job successfully, an individual should have knowledge of Database software, Internet software, Spreadsheet software, and Word Processing software.
Certificates, Licenses, Registrations
Must be able to obtain insurance licenses and designations as set forth by the organization's education plans.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
