• 401(k)
• 401(k) matching
• Company parties
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Vision insurance
• Wellness resources

• Support HBU Team in the onboarding of new clients by gathering required information assisting with coverage setup and assist in the quoting policy issuance renewal and billing processes by learning and utilizing carrier quoting systems and agency workflows.
• Process daytoday client service requests including endorsements policy changes certificates of insurance evidence of insurance auto ID cards schedules and renewal updates accurately submitting claims; all in a timely manner.
• Serve as a point of contact for clients by promptly and professionally responding to phone calls and emails while delivering highquality client service.
• Maintain accurate organized electronic client files in accordance with agency procedures including documenting all communications policy details and transactions in the agency management system (EPIC).
• Process incoming mail and emails ensuring all related documents are properly indexed to the correct client account.
• Learn the quoting systems of the various insurance companies utilized to complete quoting renewal assembly billing etc.
• Identify opportunities to improve service workflows documentation accuracy and operational efficiency within the team.

• College education or equivalent experience.
• Ability to multitask and handle heavy workload with minimal supervision; able to self-check for accuracy; and independently research and analyze.
• Demonstrated experience meeting deadlines and working with shifting priorities.
• Ability to communicate orally and in writing with others (clients colleagues carrier partners) to explain complex issues interpret complex information and respond appropriately.
• Working knowledge of Excel to create navigate and manipulate reports Word PowerPoint and Microsoft Email applications.
• Ability to step beyond the basics of the technologies we use to find better ways to utilize them and train others to learn those practices.
• An understanding of insurance products and a current license from the State of Kentucky.

YOUR FUTURE as an Independent Insurance Agent Starts Here

If youre looking for a career that offers flexibility job stability and strong compensation youve come to the right place! Working with an independent agency is a great career choice. Baby Boomers in insurance are retiring at rapid speeds and leaving a high demand for insurance professionals!

Trusted Choice Independent Insurance Agents protect customers by providing home auto business life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.

This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.