Select Lines Client Associate I

Houchens Insurance Group Inc.-posted 6 months ago

Full-time • Entry Level

Elizabethtown, KY

251-500 employees

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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. Houchens Insurance Group is 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: Clients, Co-owners, 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.

Provides daily support to Select Client Advisors and Select accounts through various tasks.
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 Select Lines service standards and procedures.
Develop confidence in job knowledge, judgment calls, and awareness of industry trends.
Take on daily work for improved department efficiency and enhanced customer experience initiatives.
Execute Commercial Download for increased efficiency in Select.
Integrate Indio for significant efficiency impact in Select and PL.
Update renewal questionnaires with an electronic delivery/response platform.
Implement automated customer support/touchpoint campaigns.
Enhance the proposal system for improved efficiency.
Document all correspondence, following up for necessary information updates at appropriate times, and keeping the client EPIC files organized and up to date.
Work together with the team and with other departments, such as Marketing, Accounting, Claims, Producers, etc.
Manage PTO to work with departmental needs and volunteer to back up and/or assist others as needed.

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

Variable compensation with unlimited growth based on your performance.
Ownership in the company in the form of stock via the Houchens Industries ESOP.
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.

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Select Lines Client Associate I

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