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.
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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