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Houchens Insurance Group · 8 hours ago

Select Lines Client Advisor

Bowling Green, KY

Full-time

Onsite

Mid, Senior Level

3+ years exp

Houchens Insurance Group is a 100% employee-owned company dedicated to providing excellent service to clients while fostering a supportive environment for co-owners. They are seeking a Select Lines Client Advisor to manage client relationships, handle policy services, and ensure compliance with service standards.

Auto InsuranceCommercial InsuranceInsuranceProperty InsuranceService Industry

Growth Opportunities

Responsibilities

Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings

Maintaining direct communication and building relationships with insureds

Taking bond requests and execute bond

Maintaining bond lists and expiration information

Maintaining and updating financial and underwriting information

Maintaining control on bid bonds

Processing renewals and cancellation requests

Monitoring the account receivables and collections

Maintaining compliance with all Bond department service standards and procedures

Building relationships with surety companies

Developing Producer and Service Manager confidence in job knowledge, judgment calls, and awareness of current industry trends and developments

Handling complex policy issues and finding resolution with minimal Producer/Service Manager involvement

Documenting all correspondence, follow up for necessary financial updates at appropriate times

Keeping the client files organized and up to date

Assisting with file audits of smaller accounts

Works together with team; this includes discussing execution strategies with Producers

Assists in training of new service team members

Volunteers to back up and/or assist others as needed

Special project as requested 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 program

Directly supervises 1-2 Account Manager Assistants. Responsibilities include assigning and directing work to Assistants

Qualification

Insurance experienceState insurance licenseClient relationship managementFile managementTeam collaborationInitiative

Required

At least three or more years related insurance experience and/or training, preferably handling multi-line, large commercial accounts, bonds; or equivalent combination of education and experience

Must hold an applicable state insurance license or have the ability to obtain such within 90 days of employment

Must be able to obtain insurance designations as set forth by the organization's education plan