Commercial Lines Client Associate

Company: Houchens Insurance Group Inc.
Location: Louisville
Posted on: March 21, 2023

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