Commercial Lines Account Manager Assistant I
Company: Houchens Insurance Group Inc.
Location: Bowling Green
Posted on: January 27, 2023
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Job Description:
Description:SummaryProvides technical support to department
personnel in processing commercial insurance policies. Such serving
will include verbal and written communication internally with staff
and externally with current clients and other office support
activities.Onsite position at our Bowling Green, KY location.
60%Client/Policy ServicesProvides daily support to Account Managers
and commercial insurance accounts.Responsibilities include:---
Preparing accurate, properly completed certificates of
insurance.--- Confirming existence of coverage certified; checks
for and secures missing information and authorization when
necessary.--- Completing simple change requests, checks
endorsements, cancellation endorsements and audits for accuracy and
relevancy.--- Preparing accurate, properly completed auto ID cards;
processes new business and renewal. certificates, auto id's,
endorsements, cancellations and audits.--- Following up on direct
bill late payments and keeping Producer and Account Manager
informed.--- Preparing renewal files and renewal kits including
ordering of loss runs and loss summaries.--- Learning all
Commercial Lines service standards and procedures.20%File
ManagementResponsibilities include:Documenting all correspondence,
follow up for necessary information updates at appropriate times,
and keep the client files organized and up to date.10%TeamworkWorks
together with team and with other departments, such as Marketing,
Accounting, Claims, 2Producers, etc., this includes conferencing
with Producer or Account Executive to discuss the execution of
strategies. Manages PTO to work with departmental needs. Volunteers
to back up and/or assist others Assistants as
needed.10%DeterminationDisplays commitment and initiative to meet
department and agency education goals as set forth in the
organization's education program.Requirements:Supervisory
ResponsibilitiesThis job has no supervisory
responsibilities.CompetenciesTo 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 - Responds promptly to
customer needs; responds to requests for service and assistance;
meets commitments. Communications - Expresses ideas and thoughts
verbally; expresses ideas and thoughts in written form; 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; puts success of team above own interests; 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 - Treats people with respect; keeps commitments; inspires
the trust of others; 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.QualificationsTo 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
ExperienceBachelor'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
SkillsAbility to read and interpret documents such as rules,
instructions, and procedure manuals. Ability to write routine
reports and correspondence.Mathematical SkillsAbility to calculate
figures and amounts such as discounts, interest, commissions,
proportions, and percentages.Reasoning AbilityAbility to apply
common sense understanding to carry out detailed written or oral
instructions.Computer SkillsTo perform this job successfully, an
individual should have knowledge of Database software; Internet
software; Spreadsheet software and Word Processing
software.Certificates, Licenses, RegistrationsMust be able to
obtain insurance licenses and designations as set forth by the
organization's education plans.Physical DemandsThe 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 EnvironmentThe 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.PI200791854
Keywords: Houchens Insurance Group Inc., Bowling Green , Commercial Lines Account Manager Assistant I, Executive , Bowling Green, Kentucky
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