Account Manager

Description

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.

50%

Client/Policy Services

Services Commercial Lines policies and builds relationships with insureds.

Responsibilities include:

• Maintaining direct communication and building relationships with insureds.
• Maintaining agency management database with current information and ordering corrections when necessary.
• Reviewing and invoicing policies and requesting changes.
• Obtaining updated underwriting information from clients.
• Analyzing quotes and finalizes proposals for accounts.
• Completing insured column of exposure analysis to serve the client.
• Generating summaries and proposals of coverage and reviews with Producer or client.
• Issuing binder, invoices, certificates and endorsements requests as needed.
• Keeping sales staff informed of delinquent accounts receivables.
• Assisting with file audits of smaller accounts.
• Documenting all correspondence, following up for necessary information updates at appropriate times, and keeping the client files organized and up to date.
• Maintaining compliance with all Commercial Lines service standards and procedures.
• Building relationship with insurance carriers.
• 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 resolution with minimal Producer/Service Leader involvement.
• Completing other duties as assigned by the Producer or Service Leader.

30%

Renewal Marketing

Markets groups with under $10,000 in revenue with no affiliation of a larger account and prepares formal renewal presentation.

Responsibilities include:

• Managing renewal timeline and renewal process.
• Working with clients for the purpose of gathering marketing data.
• Seeking opportunities for potential upselling of accounts including completing exposure analysis.
• Sending accounts to several markets for quoting including online quoting, if applicable.
• Reviewing, analyzing, and comparing quotes vs. current coverage.
• Negotiating client renewals with carriers based on competitive information.
• Providing analysis for the Producer.
• Preparing a formal proposal for Producers to deliver to customers.
• Completing binding instructions.
• Completing issue instructions to companies and updating applications.
• Completing renewal in the system and with clients, including binders, certificates of insurance, billing, auto ID cards, etc.

10%

Teamwork

Works together with the team and with other departments, such as Marketing, Accounting, Claims, etc.; this includes discussing execution strategies with Producers. Assists in training of new service team members. Volunteers to back up and/or assist others as needed. Special project as requested by manager. Manages PTO to work with departmental needs.

10%

Determination