Commercial Lines Account Manager Assistant III (R1)
Company: Houchens Insurance Group INC.
Posted on: June 23, 2022
Analyzes and answers requests by mail, telephone, or in person from
policyholders or internal production and marketing personnel for
information concerning insurance policies by performing the
Essential Duties and Responsibilities Disclaimer: the duties listed
are intended to describe the general nature and level of work to be
performed. This is not an exhaustive list of all responsibilities,
duties and skills which may be required.
Provides daily service to and builds relationships with clients by
managing phone calls and emails in a timely manner and attending
Documenting all correspondence, follow up for necessary information
updates at appropriate times, and keep the client files organized
and up to date.
Maintaining compliance with all Commercial Lines service standards
Maintaining agency management database with current information and
ordering corrections when necessary.
Submit endorsement/change request as requested by Account
Review change request/endorsements for accuracy and process in
accordance with service standards and procedures.
Completing cancellation endorsements for accuracy and
Check and process policy audits.
Issuing binder, invoices, as reflected by the policy/quote terms
Obtain updated renewal underwriting information from clients.
Prepare accurate new/renewal certificates of insurance, auto ID
cards, evidence of property in accordance with service standards
Prepare renewal files for renewal process and/or marketing
including but not limited to updating proof of insurance, order
loss runs, and summary of insurance.
Check policies for accuracy and advise Account Manager and/or
producer of discrepancies and create change request as needed.
Set up and prepare new/renewal proposals for Account Manager.
Mentoring others within the department regarding client/policy
service standards and procedures.
Maintaining Producer and Manager confidence in job knowledge,
judgment calls, and awareness of current industry trends and
Works together with team and with other departments, such as
Marketing, Accounting, Claims, Producers, etc., including
conferencing with Producer or Account Executive to discuss the
execution of strategies. Assists in training of new service team
members. Volunteers to back up and/or assist others Assistants or
Account Managers as needed. Any special project as assigned by
Manager. Manages PTO to work with departmental needs.
Displays commitment and initiative to meet department and agency
education goals as set forth in the organization's education
To perform the job successfully, an individual should demonstrate
the following competencies: Analytical - Synthesizes complex or
diverse information; collects and researches data; uses intuition
and experience to complement data. Continuous Learning - Seeks
feedback to improve performance; pursues training and development
opportunities; strives to continuously build knowledge and skills;
shares expertise with others. Job Knowledge - Competent in required
job skills and knowledge; exhibits ability to learn and apply new
skills; keeps abreast of current developments; requires minimal
supervision; 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 - Manages difficult or
emotional customer situations; responds promptly to customer needs;
responds to requests for service and assistance; meets commitments.
Communications - Expresses ideas and thoughts verbally; 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 actively to resolve conflicts.
Managing Customer Focus - Promotes customer focus; establishes
customer service standards. Oral Teamwork - Contributes to building
a positive team spirit; 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. Business Acumen - Demonstrates knowledge of
market and competition; aligns work with strategic goals. Ethics -
Works with integrity and principles; upholds organizational values.
Organizational Support - Follows policies and procedures.
Adaptability - Adapts to changes in the work environment; manages
competing demands; changes approach or method to best fit the
situation; able to deal with frequent change, delays, or unexpected
events. Personal Appearance - Dresses appropriately for position;
keeps self well groomed. Attendance/Punctuality - Is consistently
at work and on time; ensures work responsibilities are covered when
absent; arrives at meetings and appointments 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 - Undertakes self-development activities. Judgment -
Includes appropriate people in decision-making process.
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
Education and/or Experience
Bachelor's degree from four-year college or university; or two or
three years related insurance experience and/or training; or
equivalent combination of education and experience.
Ability to read and interpret documents such as rules,
instructions, and procedure manuals. Ability to write routine
reports and correspondence. Ability to speak comfortably and
effectively to groups of customers.
Ability to calculate figures and amounts such as discounts,
interest, commissions, proportions, and percentages.
Ability to apply common sense understanding to carry out detailed
but uninvolved written or oral instructions. Ability to bring full
resolution to issues with Producer/Department Manager/Account
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; reach with
hands and arms 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.
Keywords: Houchens Insurance Group INC., Lexington , Commercial Lines Account Manager Assistant III (R1), Executive , Lexington, Kentucky
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