Personal Lines Client Associate I

Description

Are you a motivated individual who enjoys stability and a systematic approach to success?

Join our team in a role that ensures a secure foundation for both our clients and your career growth.

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…

• Variable compensation with 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.

30% Client/Policy Services

• Provides daily support to Personal Client Advisors and Select accounts through:
• Run Expiration Reports for each Producer and Client Advisor monthly.
• Print/mail Renewal Questionnaires and email them to insured clients at 120+ days.
• Assist Client Advisors in backlog reduction and miscellaneous tasks as directed by management.
• Process Certificate of Insurance Requests, Auto ID Requests, Evidence of Property Requests,
• and in-office payments.
• Learn and adhere to Personal Lines service standards and procedures.
• Develop confidence in job knowledge, judgment calls, and awareness of industry trends.

30% Automation & Efficiency

• Take on daily work for improved department efficiency and enhanced customer experience
• initiatives.
• Integrate Indio for sa ignificant efficiency impact in Personal Lines.
• Update renewal questionnaires with an electronic delivery/response platform.
• Implement automated customer support/touchpoint campaigns.
• Enhance the proposal system for improved efficiency.

20% Filing Management

Documenting all correspondence, following up for necessary information updates at appropriate

times, and keeping the client's EPIC files organized and up to date.

10% Teamwork

Works together with the team and with other departments, such as Marketing, Accounting, Claims,

Producers, etc., this includes conferencing with Producers to discuss the execution of strategies.

Manages PTO to work with departmental needs. Volunteers will back up and/or assist others as

needed.

Requirements

Education and/or Experience

Bachelor's degree from a four-year college or university or one to two years of related experience

and/or training; or equivalent combination of education and experience.

Certifications

Must be able to obtain insurance licenses and designations as set forth by the organization's

education plans.