Select Lines Client Advisor

Are you a motivated individual who is driven by a rewarding career

Join our team in a role that will let your dedication propel you toward both personal and professional success.

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

• 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!

To learn more about Houchens Insurance Group visit us on LinkedIn.

Responsibilities

50% Client/Policy Services

Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings.

Maintaining direct communication and building relationships with insureds.

Taking bond requests and execute bond.

Maintaining bond lists and expiration information

Maintaining and updating financial and underwriting information.

Maintaining control on bid bonds

Processing renewals and cancellation requests.

Monitoring the account receivables and collections.

Maintaining compliance with all Bond department service standards and procedures.

Building relationships with surety companies.

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

Handling complex policy issues and finding resolution with minimal Producer/Service Manager involvement.

30% File Management

Documenting all correspondence follow up for necessary financial updates at appropriate times.

Keeping the client files organized and up to date.

Assisting with file audits of smaller accounts.

10% Teamwork

Works together with team; this includes discussing execution strategies with Producers. Assists in training of new service team members. Volunteers to back up and/or assist others as needed. Special project as requested by Manager. Manages PTO to work with departmental needs.

10% Determination

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

Supervisory Responsibilities

Directly supervises 1-2 Account Manager Assistants. Responsibilities include assigning and directing work to Assistants.

Requirements

Education and/or Experience

At least three or more years related insurance experience and/or training preferably handling multi-line large commercial accounts bonds; or equivalent combination of education and experience.

Certifications

Must hold an applicable state insurance license or have the ability to obtain such within 90 days of employment. Must be able to obtain insurance designations as set forth by the organizations education plan.