Personal Lines Client Associate at Houchens Insurance Group Inc.

Grand Prairie, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Apr, 26

Salary

0.0

Posted On

15 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Services, Policy Management, Office Administration, File Management, Teamwork, Determination, Insurance Knowledge, Communication, Attention to Detail, Problem Solving, Time Management, Customer Relationship Management, Data Entry, Organizational Skills, Collaboration, Adaptability

Industry

Insurance

Description

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. 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 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. 30% Office Administration/File Management Documenting all correspondence, following up for necessary information updates, and keeping the client files organized and up to date. Thoroughly completing assigned policy audits. 10% Teamwork Works together with the team and with other departments, such as Marketing and Claims, including conferencing with the 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. 10% Determination Displays commitment and initiative to meet department and agency education goals as set forth in the organization’s education program. Requirements Education and/or Experience 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.

Responsibilities

The Personal Lines Client Associate provides daily support to Client Advisors and manages personal line accounts, including completing applications and ensuring accuracy in policy details. The role also involves office administration tasks such as organizing client files and documenting correspondence.