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Surety Client Associate

3 months ago

Louisville, United States Houchens Insurance Group Full time

Job Type

Full-time

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.

Summary

Provides technical support to department personnel in processing surety accounts. Such tasks will include verbal and written communication internally with staff and externally with clients and carriers and other support needs.

Essential Duties and Responsibilities:

60% Client/Policy Services

Provides daily support to Client Advisors and Surety Clients.
  • Assisting Client Advisors with daily requests and bond execution
  • Maintaining and updating financial and underwriting information
  • Maintaining calendar and bid results
  • Processing renewal and cancellation requests
  • Aiding in monitoring the account receivables and collections
  • Learning all Bond service standards and procedures
20% File Management
  • Documenting all correspondence and follow up for necessary financial updates in a timely manner.
  • Assisting Client Advisor in the maintenance of client files.

10% Teamwork

Works together with the team and with other departments; this includes conferencing with Producers and Client Advisors to discuss the execution of strategies. Manages PTO to work with departmental needs. Volunteers to back up and/or assist others as needed.

10% Determination

Displays commitment and initiative to meet department and agency education goals as set forth in the organization's education program.

Supervisory Responsibilities

This job has no supervisory responsibilities.

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

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.

Certificates, Licenses, Registrations

Must be able to obtain insurance licenses and designations as set forth by the organization's education plans.