Client Relations Associate
2 weeks ago
Job Type
Full-time
Position Overview
Are you an enthusiastic professional who values consistency and a methodical path to achievement?
Become a part of our organization in a role that provides a solid foundation for both our clients and your professional advancement.
What We Offer...
- Performance-based variable compensation with limitless growth potential.
- Equity ownership through the Houchens Industries ESOP, recognized as the largest 100% employee-owned company globally.
- A long-lasting career with significant development and promotion opportunities.
- Chance to lead and function within a production team framework to guarantee effective operations and maximum productivity.
- Comprehensive medical, dental, and vision coverage along with numerous additional benefits.
- Support for work-life balance.
- And much more.
We are a fully employee-owned organization with a vibrant culture and outstanding benefits. We prioritize nurturing and celebrating the talent we bring on board. Houchens Insurance Group is committed to upholding three essential pillars of service:
1. Clients
2. Co-owners
3. Communities
By equally emphasizing the needs of our clients, fostering a supportive atmosphere for our co-owners, and actively engaging in community enhancement, we aim to create a positive and impactful experience for everyone involved.
Job Summary
This role provides technical assistance to department staff in managing surety accounts. Responsibilities include both verbal and written communication with internal personnel and external clients, carriers, and other support requirements.
Key Responsibilities:
60% Client/Policy Services
Deliver daily assistance to Client Advisors and Surety Clients.
- Support Client Advisors with daily inquiries and bond processing.
- Maintain and update financial and underwriting records.
- Manage calendars and bid outcomes.
- Process renewal and cancellation requests.
- Assist in monitoring accounts receivable and collections.
- Learn all Bond service standards and protocols.
- Document all communications and follow up for necessary financial updates promptly.
- Assist Client Advisors in maintaining client records.
Collaborate with the team and other departments; this includes coordinating with Producers and Client Advisors to strategize execution. Manage PTO to align with departmental needs. Volunteer to support and assist colleagues as required.
10% Commitment
Exhibit dedication and initiative to achieve departmental and organizational educational objectives as outlined in the company's education program.
Supervisory Responsibilities
This position does not have supervisory duties.
Qualifications
Education and Experience
Bachelor's degree from an accredited institution; or one to two years of relevant experience and/or training; or an equivalent combination of education and experience.
Certificates, Licenses, Registrations
Must be able to obtain necessary insurance licenses and designations as specified by the organization's educational framework.
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