Commercial Lines Client Associate
Company: Houchens Insurance Group Inc.
Location: Louisville
Posted on: March 21, 2023
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Job Description:
Job Description:
Job Description Description: Provides technical support to
department personnel in processing commercial insurance policies.
Such serving will include verbal and written communication
internally with staff and externally with current clients and other
office support activities. 60% Client/Policy Services Provides
daily support to Account Managers and commercial insurance
accounts. Responsibilities include: - Preparing accurate, properly
completed certificates of insurance. - Confirming existence of
coverage certified; checks for and secures missing information and
authorization when necessary. - Completing simple change requests,
checks endorsements, cancellation endorsements and audits for
accuracy and relevancy. - Preparing accurate, properly completed
auto ID cards; processes new business and renewal certificates,
auto id's, endorsements, cancellations and audits. - Following up
on direct bill late payments and keeping Producer and Account
Manager informed. - Preparing renewal files and renewal kits
including ordering of loss runs and loss summaries. - Learning all
Commercial Lines service standards and procedures. 20% File
Management Responsibilities include: - Documenting all
correspondence, follow up for necessary information updates at
appropriate times, and keep the client files organized and up to
date. 10% Teamwork Works together with team and with other
departments, such as Marketing, Accounting, Claims, Producers,
etc., this includes conferencing with Producer or Account Executive
to discuss the execution of strategies. Manages PTO to work with
departmental needs. Volunteers to back up and/or assist others
Assistants 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:
Supervisory Responsibilities This job has no supervisory
responsibilities.Competencies To perform the job successfully, an
individual should demonstrate the following competencies:
Analytical - Collects and researches data. Continuous Learning -
Seeks feedback to improve performance; pursues training and
development opportunities; strives to continuously build knowledge
and skills. Job Knowledge - Exhibits ability to learn and apply new
skills; keeps abreast of current developments; displays
understanding of how job relates to others. Use of Technology -
Adapts to new technologies; uses technology to increase
productivity. Design - Demonstrates attention to detail. Problem
Solving - Identifies and resolves problems in a timely manner;
gathers and analyzes information skillfully; works well in group
problem solving situations. Project Management - Communicates
changes and progress. Customer Service - Responds promptly to
customer needs; responds to requests for service and assistance;
meets commitments. Communications - Expresses ideas and thoughts
verbally; expresses ideas and thoughts in written form; exhibits
good listening and comprehension; keeps others adequately informed;
selects and uses appropriate communication methods. Cooperation -
Establishes and maintains effective relations; offers assistance
and support to co-workers; works cooperatively in group situations;
works actively to resolve conflicts. Managing Customer Focus -
Promotes customer focus. Oral Communication - Speaks clearly and
persuasively in positive or negative situations; listens and gets
clarification; responds well to questions. Teamwork - Balances team
and individual responsibilities; contributes to building a positive
team spirit; puts success of team above own interests; able to
build morale and group commitments to goals and objectives;
supports everyone's efforts to succeed. Written Communication -
Writes clearly and informatively; edits work for spelling and
grammar; varies writing style to meet needs; presents numerical
data effectively; able to read and interpret written information.
Ethics - Treats people with respect; keeps commitments; inspires
the trust of others; works with integrity and principles; upholds
organizational values. Organizational Support - Follows policies
and procedures. Adaptability - Able to deal with frequent change,
delays, or unexpected events. Achievement Focus - Measures self
against standard of excellence. Personal Appearance - Dresses
appropriately for position; keeps self well groomed. Sales Skills -
Maintains customer satisfaction; maintains records and promptly
submits information. Attendance/Punctuality - Is consistently at
work and on time. Dependability - Follows instructions, responds to
management direction; takes responsibility for own actions; keeps
commitments; commits to long hours of work when necessary to reach
goals.; completes tasks on time or notifies appropriate person with
an alternate plan. Initiative - Volunteers readily; undertakes
self-development activities; seeks increased responsibilities; asks
for and offers help when needed. Planning/Organizing - Prioritizes
and plans work activities; uses time efficiently. Quality -
Demonstrates accuracy and thoroughness; monitors own work to ensure
quality.Qualifications To perform this job successfully, an
individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of
the knowledge, skill, and/or ability required. Reasonable
accommodations may be made to enable individuals with disabilities
to perform the essential functions. Education and/or Experience
Bachelor's degree from four-year college or university; or one to
two years related experience and/or training; or equivalent
combination of education and experience. Language Skills Ability to
read and interpret documents such as rules, instructions, and
procedure manuals. Ability to write routine reports and
correspondence. Mathematical Skills Ability to calculate figures
and amounts such as discounts, interest, commissions, proportions,
and percentages. Reasoning Ability Ability to apply common sense
understanding to carry out detailed written or oral instructions.
Computer Skills To perform this job successfully, an individual
should have knowledge of Database software; Internet software;
Spreadsheet software and Word Processing software. Certificates,
Licenses, Registrations Must be able to obtain insurance licenses
and designations as set forth by the organization's education
plans. Physical Demands The physical demands described here are
representative of those that must be met by an employee to
successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions. While performing
the duties of this Job, the employee is regularly required to sit;
use hands to finger, handle, or feel and talk or hear. The employee
is occasionally required to stand and walk. The employee must
occasionally lift and/or move up to 10 pounds. Specific vision
abilities required by this job include close vision and ability to
adjust focus.Work Environment The work environment characteristics
described here are representative of those an employee encounters
while performing the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities
to perform the essential functions. The noise level in the work
environment is usually moderate. PI207594042
Keywords: Houchens Insurance Group Inc., Louisville , Commercial Lines Client Associate, Other , Louisville, Kentucky
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