Client Advisor II at Houchens Insurance Group in Elizabethtown, Kentucky

Posted in Other 11 days ago.

Type: full-time





Job Description:

Job Type

Full-time

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...
  • 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

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.

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.

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.
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