Houchens Insurance Group · 5 hours ago
Personal Lines Account Manager
Santa Rosa Beach, FL
Full-time
Onsite
Mid Level
3+ years expHouchens Insurance Group is a 100% employee-owned company dedicated to client service, co-owner support, and community contributions. The Personal Lines Account Manager will provide exceptional service to clients, manage policy inquiries, and ensure compliance with service standards while also working on renewal marketing and teamwork initiatives.
Auto InsuranceCommercial InsuranceInsuranceProperty InsuranceService Industry
Responsibilities
Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings
Preparing submissions and marketing the business
Maintaining direct communication and building relationships with insureds
Reviewing and invoicing policies and requesting changes
Referring to the group, life, and commercial leads to appropriate personnel
Preparing proposals and complete coverage analyses to serve the client
Maintaining an accurate and updated expiration list
Processing invoices and credits on agency bill policies
Tracking direct bill transactions by company
Reviewing policy coverage and endorsements on all new and renewal business, including rating
Handling all account service issues in accordance with the E&O standards
Daily maintenance and processing of carrier downloads
Building relationships with insurance carriers
Maintaining compliance with all Personal Lines service standards and procedures, including daily service
Developing Producer and Service Leader confidence in job knowledge, judgment calls, and awareness of current industry trends and developments
Handling complex policy issues and finding a resolution with minimal Producer/Service Leader involvement
Remarkets current client policies and prepares formal renewal presentation
Managing renewal timeline and renewal process
Generating summaries and proposals of coverage and reviews with 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
Completing binding instructions
Works together with the team and with other departments, such as Marketing and Claims; including conferencing with Producer to discuss the execution of strategies
Assists in training of new service team members
Volunteers to back up and/or assist others as needed
Manages PTO to work with departmental needs
Special projects as requested by Manager
Displays commitment and initiative to meet department and agency education goals as set forth in the organization’s education program
Qualification
Required
At least three or more years related insurance experience and/or training, preferably handling personal line accounts; or equivalent combination of education and experience
To perform this job successfully, an individual should have knowledge of databases, spreadsheets, Word Processing, and Internet software
Benefits
Comprehensive medical, dental, and vision plans, and many more supplemental benefits.
Ownership in the company in the form of stock via the Houchens Industries ESOP, the largest 100% owned company in the world.
Work-life balance
Company
Houchens Insurance Group
Houchens offers clients the most adequate protection for all of their insurance needs.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Andy Barker
Chief Executive Officer
Geoff Bosley
Chief Financial Officer
Recent News
The Business Journals
2025-01-11
2024-02-05
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