Personal Lines Account Manager
Company: Houchens Insurance Group Inc.
Location: Bowling Green
Posted on: July 28, 2022
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Job Description:
Description:
Analyzes and answers requests by mail, telephone, or in person from
policyholders, internal production or marketing personnel for
information concerning insurance policies by performing the
following duties. 50%Client/Policy ServicesProvides daily service
to and builds relationships with clients by managing phone calls
and emails in a timely manner and attending
meetings.Responsibilities include: Preparing submissions and
marketing business.Maintaining direct communication and building
relationships with insureds.Reviewing and invoicing policies and
requesting changes.Referring group, life and commercial leads to
appropriate personnel.Preparing proposals and complete coverage
analysis' to serve the client.Maintaining accurate and updated
expiration list.Processing invoices and credits on agency bill
policies.Tracking direct bill transactions by company.Reviewing
policy coverages and endorsements on all new and renewal business,
including rating.Handling all account service issues in accordance
with the E&O standards. Daily maintenance and processing of
carrier downloads. Building relationships with insurance carriers.
Maintaining compliance with all Personal Lines service standards
and procedures including daily service.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. 30%Renewal MarketingRemarkets
current client policies and prepares formal renewal presentation.
Responsibilities include:Managing renewal time-line and renewal
process.Generating summaries and proposals of coverage and reviews
with Producer.Working with clients for the purpose of gathering
marketing data.Seeking opportunities for potential upselling of
accounts including completing exposure analysis.Negotiating client
renewals with carriers based on competitive information. Reviewing,
analyzing and comparing quotes vs. current coverage. Issuing
binder, invoices, certificates and endorsements requests as
needed.Completing binding instructions. 10%TeamworkWorks together
with team and with other departments, such as Marketing and Claims;
including conferencing with Producer to discuss the execution of
strategies. Assists in training of new service team members.
Volunteers to back up and/or assist others as needed. Manages PTO
to work with departmental needs. Special projects as requested by
Manager. 10%DeterminationDisplays commitment and initiative to meet
department and agency education goals as set forth in the
organization's education program.
Requirements:
Supervisory Responsibilities Directly supervises 1-2 Account
Manager Assistants. Responsibilities include assigning, and
directing work to Assistants.Competencies To perform the job
successfully, an individual should demonstrate the following
competencies: Analytical - Synthesizes complex or diverse
information; collects and researches data; uses intuition and
experience to complement data. Continuous Learning - Seeks feedback
to improve performance; pursues training and development
opportunities; strives to continuously build knowledge and skills.
Job Knowledge - Competent in required job skills and 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. Team Leadership - Ensures progress toward goals.
Leadership - Exhibits confidence in self and others; inspires and
motivates others to perform well; effectively influences actions
and opinions of others; accepts feedback from others. Quality
Management - Looks for ways to improve and promote quality;
demonstrates accuracy and thoroughness. Visionary Leadership -
Displays passion and optimism; inspires respect and trust. 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 - Sets and achieves
challenging goals; demonstrates persistence and overcomes
obstacles; 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; takes independent actions and calculated risks; looks
for and takes advantage of opportunities; asks for and offers help
when needed. Innovation - Displays original thinking and
creativity; meets challenges with resourcefulness; generates
suggestions for improving work. Judgment - Displays willingness to
make decisions; supports and explains reasoning for decisions;
includes appropriate people in decision-making process; makes
timely decisions. 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 At
least three or more years related insurance experience and/or
training, preferably handling personal line accounts; or equivalent
combination of education and experience.Language Skills Ability to
read, analyze, and interpret complex documents, such as insurance
policies. Ability to respond effectively to inquiries or service
issues from company personnel and/or clients.Mathematical Skills
Ability to calculate figures and amounts such as discounts,
interest, commissions, proportions, and percentages. Reasoning
Ability Ability to define problems, collect data, establish facts,
and draw valid conclusions. Ability to bring full resolution to
issues with minimal Producer involvement. 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 hold 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. 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.PI186523170
Keywords: Houchens Insurance Group Inc., Bowling Green , Personal Lines Account Manager, Executive , Bowling Green, Kentucky
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