Commercial Lines Client Associate I
Company: Houchens Insurance Group Inc.
Location: Lexington
Posted on: January 27, 2023
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Job Description:
Description:SummaryProvides technical support to department
personnel in processing commercial insurance policies. Such serving
will include verbal and written communication internally with staff
and externally with current clients and other office support
activities. 60%Client/Policy ServicesProvides daily support to
Account Managers and commercial insurance accounts.
Responsibilities include: -- Preparing accurate, properly completed
certificates of insurance.-- Confirming existence of coverage
certified; checks for and secures missing information and
authorization when necessary. -- Completing simple change requests,
checks endorsements, cancellation endorsements and audits for
accuracy and relevancy.-- Preparing accurate, properly completed
auto ID cards; processes new business and renewal. certificates,
auto id's, endorsements, cancellations and audits. -- Following up
on direct bill late payments and keeping Producer and Account
Manager informed.-- Preparing renewal files and renewal kits
including ordering of loss runs and loss summaries. -- Learning all
Commercial Lines service standards and procedures. 20%File
Management Responsibilities include:-- Documenting all
correspondence, follow up for necessary information updates at
appropriate times, and keep the client files organized and up to
date. 10%TeamworkWorks together with team and with other
departments, such as Marketing, 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 others
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. Continuous
Learning - Seeks feedback to improve performance; pursues training
and development opportunities; strives to continuously build
knowledge and skills. Job Knowledge - Exhibits ability to learn and
apply new skills; keeps abreast of current developments; 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 - 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; offers assistance
and support to co-workers; works cooperatively in group situations;
works actively to resolve conflicts. Managing Customer Focus -
Promotes customer focus. 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; puts success of team above own interests; 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.
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. Adaptability - Able to deal with frequent change,
delays, or unexpected events. Achievement Focus - Measures self
against standard of excellence. Personal Appearance - Dresses
appropriately for position; keeps self well groomed. Sales Skills -
Maintains customer satisfaction; maintains records and promptly
submits information. Attendance/Punctuality - Is consistently at
work and 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. 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 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; 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 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.PI200791826
Keywords: Houchens Insurance Group Inc., Lexington , Commercial Lines Client Associate I, Other , Lexington, Kentucky
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