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Houchens Insurance Group · 2 months ago

Personal Lines Client Associate I

Bowling Green, KY

Full-time

Onsite

Entry Level

1+ years exp

Houchens Insurance Group is a 100% employee-owned company dedicated to providing excellent service and career growth opportunities. The Personal Lines Client Associate I role involves providing technical support to department personnel in processing personal lines insurance policies, ensuring efficient operations, and maintaining client relationships.

Auto InsuranceCommercial InsuranceInsuranceProperty InsuranceService Industry

Growth Opportunities

Responsibilities

Provides daily support to Client Advisors and personal line accounts. Completing applications for new business policies and renewals

Sending applications to companies. Checks all lines of personal insurance for accuracy and rates for new and renewal business

Updating computer records; issues invoices for agency bill policies

Updating the computer upon receipt of policies. Using various company websites (quoting, MVRs, etc.)

Checking renewal premiums for remarketing rate comparisons and quotes

Maintaining all supplies from companies, including company forms, cancellations, and endorsements for the department

Learning all Personal Lines service standards and procedures, including daily service and building relationships with clients and with insurance companies

Developing and maintaining Client Advisor confidence in job knowledge, judgment calls, and awareness of current industry trends and developments

Documenting all correspondence, following up for necessary information updates and keeping the client files organized and up to date

Thoroughly completing assigned policy audits

Works together with team and with other departments, such as Marketing and Claims; including conferencing with Producer or Client Advisor to discuss the execution of strategies. Manages PTO to work with departmental needs. Volunteers to back up and/or assist others as needed

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

Qualification

Insurance LicenseClient ServicesPolicy ProcessingOffice AdministrationDeterminationTeamworkCommunication Skills

Required

Bachelor's degree from a four-year college or university; or one to two years related insurance experience and/or training; or equivalent combination of education and experience

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