Client Advisor

4 weeks ago

Louisville, United States Houchens Insurance Group Full time

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 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...

  • 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
To learn more about Houchens Insurance Group, visit us on LinkedIn .

Summary

Analyzes and answers requests by mail, telephone, or in person from policyholders or internal production and marketing personnel for information concerning insurance policies by performing the following duties.

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:
  • Maintaining direct communication and relationships with insureds.
  • Maintaining agency management database with current information and ordering corrections when necessary.
  • Reviewing and invoicing policies and requesting changes.
  • Obtaining updated underwriting information from clients.
  • Analyzing quotes and finalizing proposals for accounts.
  • Completing the insured column of exposure analysis to serve the client.
  • Ensuring compliance with all commercial service standards and procedures.
  • Generating summaries and proposals of coverage and reviews with the Producer or client.
  • Issuing binder, invoices, certificates, and endorsements requests as needed.
  • Keeping sales staff informed of delinquent accounts receivables.
  • Thoroughly completing assigned file audits.
  • Documenting all correspondence, following up for necessary information updates at appropriate times, and keeping the client files organized and up to date.
  • Maintaining compliance with all Commercial Lines service standards and procedures.
  • Maintaining conducive relationships with insurance carriers.
  • 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 resolutions without Producer/Service Manager involvement.
30%

Renewal Marketing

Markets groups with under $10,000 in revenue with no affiliation with a larger account and prepare formal renewal presentations.

Responsibilities include:
  • Managing renewal timeline and renewal process.
  • Working with clients for the purpose of gathering marketing data.
  • Seeking opportunities for potential upselling of accounts, including completing exposure analysis.
  • Sending accounts to several markets for quoting, including online quoting, if applicable.
  • Reviewing, analyzing, and comparing quotes vs. current coverage.
  • Negotiating client renewals with carriers based on competitive information.
  • Providing analysis for the Producer.
  • Preparing a formal proposal for Producers to deliver to customers.
  • Completing binding instructions.
  • Completing issue instructions to companies and updating applications.
  • Completing renewal in the system and with clients, including binders, certificates of insurance, billing, auto ID cards, etc.


10%

Teamwork

Works together with the team and with other departments, such as Marketing, Accounting, Claims, etc., including conferencing with the Producer to discuss the execution of strategies. Assists in training new service team members. Volunteers to back up and/or assist others as needed. Manages PTO to work with departmental needs-special projects requested by the 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 Client Associates.

#LI-AV1

Requirements

Qualifications

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 the essential functions.

Education and/or Experience

At least five years related insurance experience and/or training, preferably handling multi-line, large commercial accounts; or equivalent combination of education and experience.

Language Skills

Ability to read, analyze, and interpret complex documents, such as insurance policies. Ability to respond effectively to inquiries or service issues from company personnel and/or clients. Ability to speak and represent the company effectively before groups of customers.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

Reasoning Ability

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to bring full resolution to issues without Producer/Service Manager involvement. Possesses reasoning ability, which maintains a high level of Producer and Service Manager confidence.

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 hold 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.

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.

Work Environment

The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

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