Commercial Lines Insurance Marketing Associate I
Company: Houchens Insurance Group Inc.
Posted on: January 27, 2023
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.
- 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
- 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
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