Select Lines Account Manager Assistant I
Company: Houchens Insurance Group Inc.
Location: Bowling Green
Posted on: May 6, 2022
|
|
Job Description:
Description:
Summary Provides technical support to department personnel in
processing Select insurance policies. Such serving will include
verbal and written communication internally with staff and
externally with current clients and other office support
activities.
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.
60%
Client/Policy Services
Provides daily support to Select Account Managers and Select
accounts through:
Sorting daily mail
Pull mail from mail folders twice a day.
Confirm all mail was scanned in and assigned.
Handle, Check-in, Download, and Attach all endorsements that comes
in through unrouted attachments. Email endorsement insured.
Download and Attach policies from carrier websites, notate file and
let AM know policy is attached.
Review and check Audits (rates, rating). Notify AM and Producer if
the audit is +/-$500. Email audit with Audit Letter to insured.
Running Expiration Report for next 120 days the first of each
month. (Lists need to be run for each Producer and each Account
Manager).
Printing / Mailing Renewal Questionnaires. Email renewal
questionnaires to insured at 120+days.
Assisting Account Managers with any items necessary to reduce
backlog.
Assisting in Miscellaneous items as needed or directed by
management.
Processing Certificate of Insurance Requests / Issue Renewal
Certificates
Processing Auto Id Requests / Issue Renewal Auto Id
Processing Evidence of Property Requests / Issue Renewal Evidence
of Property
Processing payments brought into office
Learning all Select Lines service standards and procedures.
Developing confidence in job knowledge, judgment calls, and
awareness of current industry trends and developments.
20% Filing Management
Responsibilities include:
- Documenting all correspondence, following up for necessary
information updates at appropriate times, and keeping the client
EPIC files organized and up to date.
10% Teamwork
Works together with team and with other departments, such as
Marketing, Accounting, Claims, Producers, etc., this includes
conferencing with Producer to discuss the execution of strategies.
Manages PTO to work with departmental needs. Volunteers to back up
and/or assist others as needed.
10% Determination
Displays commitment and initiative to meet department and agency
education goals as set forth in the organization's education
program.
Supervisory Responsibilities
This job has no supervisory responsibilities.
.
Requirements:
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 -
Manages difficult or emotional customer situations; responds
promptly to customer needs; responds to requests for service and
assistance; meets commitments. Communications - 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; 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 - 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; 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.
PI172743932
Keywords: Houchens Insurance Group Inc., Bowling Green , Select Lines Account Manager Assistant I, Executive , Bowling Green, Kentucky
Click
here to apply!
|