Select Lines Client Advisor at Houchens Insurance Group Inc.

Lexington, Kentucky, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Jan, 26

Salary

0.0

Posted On

17 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Services, Policy Management, File Management, Teamwork, Determination, Insurance Knowledge, Communication, Relationship Building, Problem Solving, Compliance, Financial Updates, Training, Account Management, Bond Processing, Renewals, Collections

Industry

Insurance

Description

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. · 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. Requirements Responsibilities 50% Client/Policy Services •Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings. •Maintaining direct communication and building relationships with insureds. •Taking bond requests and execute bond. •Maintaining bond lists and expiration information •Maintaining and updating financial and underwriting information. •Maintaining control on bid bonds •Processing renewals and cancellation requests. •Monitoring the account receivables and collections. •Maintaining compliance with all Bond department service standards and procedures. •Building relationships with surety companies. •Developing Producer and Service Manager 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 Manager involvement. 30% File Management •Documenting all correspondence, follow up for necessary financial updates at appropriate times. •Keeping the client files organized and up to date. •Assisting with file audits of smaller accounts. 10% Teamwork •Works together with team; 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 •Displays commitment and initiative to meet department and agency education goals as set forth in the organization’s education program. Supervisory Responsibilities •Directly supervises 1-2 Account Manager Assistants. Responsibilities include assigning and directing work to Assistants. Requirements Education and/or Experience •At least three or more years related insurance experience and/or training, preferably handling multi-line, large commercial accounts, bonds; or equivalent combination of education and experience. Certifications •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.

Responsibilities

The Select Lines Client Advisor will provide daily service to clients, manage communications, and handle complex policy issues. Additionally, the role involves maintaining organized client files and collaborating with team members on execution strategies.