Select Lines Client Associate I

Houchens Insurance Group Inc. • Lexington, KY

189d

About The Position

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.

Requirements

• 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.

Responsibilities

• Provides daily support to Select Client Advisors and Select accounts.
• 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.
• Works together with the team and with other departments, such as Marketing, Accounting, Claims, Producers.
• Manage PTO to work with departmental needs.
• Volunteer to back up and/or assist others as needed.

Benefits

• 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.
• Comprehensive medical, dental, and vision plans and many more supplemental benefits.
• Work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees