Select Lines Client Associate ll

Paducah, TX - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

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.

What is Houchens Insurance Group

We are a 100% employee-owned company with a great culture and excellent benefits. Were 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

Variable compensation with 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!

Responsibilities

60% Client/Policy Services

-Provides daily support to Select Client Advisors and Select accounts through:

- Pull mail from mail folders twice a day

- Confirm all mail was scanned in and assigned

Handle Check-In Download and Attach all endorsements that comes in through unrouted attachments. Email endorsement to insured.

-Download and Attach policies from carrier websites notate file and let AM know policy is attached.

- Review and check Audits (Rates Rating). Notify AM and Producer if the Audit is /- $500. Email Audit with Audit Letter to Insured.

-Running Expiration Report for next 120 days the first of each month. (Lists need to be run for each Producer and each Client Advisor).

- Email Renewal Questionnaires. Assisting Client Advisors with any items necessary to reduce backlog.

- Assisting in Miscellaneous items as needed or directed by management.

- Processing Certificate of Insurance Requests / Issue Renewal Certificates Processing Auto Id Requests / Issue Renewal Auto Id

- Processing Evidence of Property Requests / Issue Renewal Evidence of Property

- Processing payments brought into office attach to file and email insured EPIC or carrier receipt.

- Maintaining compliance with all Select Lines service standards and procedures including handling some Client Advisor duties.

- Maintaining Client Advisor confidence in job knowledge judgment calls and awareness of current industry trends and developments

- Developing Producer and Service Leader confidence in job knowledge judgment calls and awareness of current industry trends and developments.

20% Filing Management

-Documenting all correspondence following up for necessary information updates at appropriate times and keeping the client files organized and up to date.

-Thoroughly completing assigned file audits. 10% Teamwork Works together with team and with other departments such as Marketing Accounting Claims Producers etc. including conferencing with Producer to discuss the execution of strategies.

- Assists in training of new service team members. Volunteers to back up and/or assist others as needed.

-Manages PTO to work with departmental needs. Special projects as requested by Manager.

10% Determination

Displays commitment and initiative to meet department and agency education goals as set forth in the organizations education program

Requirements

Education and/or Experience

Bachelors degree from four-year college or university; or one or two years related insurance experience and/or training; or equivalent combination of education and experience.

Certifications

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

Required Experience:

Are you a motivated individual who enjoys stability and a systematic approach to successJoin our team in a role that ensures a secure foundation for both our clients and your career growth.What is Houchens Insurance GroupWe are a 100% employee-owned company with a great culture and excellent benefit...