Personal Lines Account Manager
Company: Houchens Insurance Group Inc.
Location: Bowling Green
Posted on: July 29, 2022
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.
Provides daily service to and builds relationships with clients by
managing phone calls and emails in a timely manner and attending
- Preparing submissions and marketing business.
- Maintaining direct communication and building relationships
- Reviewing and invoicing policies and requesting changes.
- Referring group, life and commercial leads to appropriate
- Preparing proposals and complete coverage analysis' to serve
- 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
- 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
- Handling complex policy issues and finding resolution with
minimal Producer/Service Manager involvement.
Remarkets current client policies and prepares formal renewal
- Managing renewal time-line and renewal process.
- Generating summaries and proposals of coverage and reviews with
- Working with clients for the purpose of gathering marketing
- Seeking opportunities for potential upselling of accounts
including completing exposure analysis.
- Negotiating client renewals with carriers based on competitive
- Reviewing, analyzing and comparing quotes vs. current
- Issuing binder, invoices, certificates and endorsements
requests as needed.
- Completing binding instructions.
Works 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.
Displays commitment and initiative to meet department and agency
education goals as set forth in the organization's education
Requirements: Supervisory Responsibilities
Directly supervises 1-2 Account Manager Assistants.
Responsibilities include assigning, and directing work to
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
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.
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.
Ability to calculate figures and amounts such as discounts,
interest, commissions, proportions, and percentages.
Ability to define problems, collect data, establish facts, and draw
valid conclusions. Ability to bring full resolution to issues with
minimal Producer involvement.
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
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..... click apply for
full job details
Keywords: Houchens Insurance Group Inc., Bowling Green , Personal Lines Account Manager, Executive , Bowling Green, Kentucky
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