Commercial Lines Insurance Marketing Associate I

Company: Houchens Insurance Group Inc.
Location: Lexington
Posted on: January 25, 2023

Job Description:

Description:
SummaryProvides technical support to Marketing department personnel in processing commercial insurance policies. Such serving will include verbal and written communication internally with staff and externally with current clients, insurance carriers and other office support activities. This position will be performed in-office and is NOT a remote position. 60%Relationships and MarketingProvides daily support to Commercial Lines Insurance Marketing staff, Sales staff, and Account Managers. Responsibilities include:

• Preparing accurate, properly completed acord applications.
• Processes new business and renewal submissions, loss history analysis, insurance proposals, binders, auto id's, endorsements, cancellations, and audits.
• Processes and follows up on all submissions to ensure timely responses and to answer questions and help solicit quotes for new and renewal business.
• Reviews submissions and insurance quotes promptly for accuracy based on information provided by sales staff and marketing team.
• Preparing renewal files and renewal kits including ordering of loss runs and loss summaries.
• Learning all Commercial Lines service standards and procedures. 20%File ManagementResponsibilities include: - Documenting all correspondence, following up for necessary information updates at appropriate times and keeping the client files organized and up to date 10%TeamworkWorks together with team and with other departments, such as Account Managers, 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 other Assistants as needed. 10%DeterminationDisplays 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; uses intuition and experience to complement data. Continuous Learning - Pursues training and development opportunities; strives to continuously build knowledge and skills. Job Knowledge - Exhibits ability to learn and apply new skills; uses resources effectively. Use of Technology - Demonstrates required skills; adapts to new technologies; uses technology to increase productivity. 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; exhibits tact and consideration; offers assistance and support to co-workers. 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; 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. Conflict Resolution - Encourages open communications; uses negotiation skills to resolve conflicts. 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; completes administrative tasks correctly and on time; supports organization's goals and values. Strategic Thinking - Develops strategies to achieve organizational goals. 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. Consultative Selling - Builds rapport and establishes trust. Achievement Focus - Demonstrates persistence and overcomes obstacles. 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 - Volunteers readily; undertakes self-development activities; seeks increased responsibilities; asks for and offers help when needed. Innovation - Displays original thinking and creativity. Judgment - Displays willingness to make decisions; exhibits sound and accurate judgment. Planning/Organizing - Prioritizes and plans work activities; uses time efficiently.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; Spreadsheet software; Word Processing software and Internet 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.PI200790369

Keywords: Houchens Insurance Group Inc., Lexington , Commercial Lines Insurance Marketing Associate I, Other , Lexington, Kentucky