Personal Lines Client Advisor I

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 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!

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.

To learn more about Houchens Insurance Group, visit us on LinkedIn.

Requirements

Summary

Analyzes and answers requests by mail, telephone, or in person from policyholders, internal production or marketing personnel for information concerning insurance policies by performing the following duties.

Essential Duties and Responsibilities

• 50% Client/Policy Services: Provides daily service and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings.
• 30% Renewal Marketing: Remarkets current client policies and prepares formal renewal presentations. 
• 10% Teamwork
• 10% Determination

Supervisory Responsibilities

Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Associates.

Education and/or Experience

At least three or more years of related insurance experience and/or training, preferably handling personal line accounts or equivalent combination of education and experience.

Certificates, Licenses, Registrations

Must hold an 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.