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Insurance Client Advisor

2 months ago

Louisville, Kentucky, United States Houchens Insurance Group Full time
About Houchens Insurance Group

We are a 100% employee-owned company with a great culture and excellent benefits. Our company is dedicated to embodying the three fundamental pillars of service:

  • Clients
  • Co-owners
  • 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.

Job Summary

We are seeking a highly motivated and experienced Insurance Client Advisor to join our team. As a key member of our commercial lines service team, you will be responsible for providing exceptional service to our clients, building strong relationships, and driving business growth.

Key Responsibilities
  • Client Services
    • Provide daily service to and build relationships with clients by managing phone calls and emails in a timely manner and attending meetings.
    • Maintain direct communication and relationships with insureds.
    • Maintain agency management database with current information and ordering corrections when necessary.
    • Review and invoice policies and request changes.
    • Obtain updated underwriting information from clients.
    • Analyze quotes and finalize proposals for accounts.
    • Complete the insured column of exposure analysis to serve the client.
    • Ensure compliance with all commercial service standards and procedures.
    • Generate summaries and proposals of coverage and reviews with the Producer or client.
    • Issue binder, invoices, certificates, and endorsements requests as needed.
    • Keep sales staff informed of delinquent accounts receivables.
    • Thoroughly complete assigned file audits.
    • Document all correspondence, following up for necessary information updates at appropriate times, and keep the client files organized and up to date.
    • Maintain compliance with all Commercial Lines service standards and procedures.
    • Maintain conducive relationships with insurance carriers.
    • Maintain Producer and Service Manager confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
    • Handle complex policy issues and find resolutions without Producer/Service Manager involvement.
  • Renewal Marketing
    • Market groups with under $10,000 in revenue with no affiliation with a larger account and prepare formal renewal presentations.
    • Manage renewal timeline and renewal process.
    • Work with clients for the purpose of gathering marketing data.
    • Seek opportunities for potential upselling of accounts, including completing exposure analysis.
    • Send accounts to several markets for quoting, including online quoting, if applicable.
    • Review, analyze, and compare quotes vs. current coverage.
    • Negotiate client renewals with carriers based on competitive information.
    • Provide analysis for the Producer.
    • Prepare a formal proposal for Producers to deliver to customers.
    • Complete binding instructions.
    • Complete issue instructions to companies and update applications.
    • Complete renewal in the system and with clients, including binders, certificates of insurance, billing, auto ID cards, etc.
  • Teamwork
    • Work 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.
    • Assist in training new service team members.
    • Volunteer to back up and/or assist others as needed.
    • Manage PTO to work with departmental needs-special projects requested by the Manager.
  • Determination
    • Display 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.

  • 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.