Personal Lines Service Leader
Company: Houchens Insurance Group
Location: Bowling Green
Posted on: January 22, 2023
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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 Services
Provides daily service to and builds relationships with clients by
managing phone calls and emails in a timely manner and attending
meetings.
Responsibilities include:
30%
Renewal Marketing
Remarkets current client policies and prepares formal renewal
presentation.
Responsibilities include:
10%
Teamwork
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.
10%
Determination
Displays 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.
PI200790752
Keywords: Houchens Insurance Group, Bowling Green , Personal Lines Service Leader, Other , Bowling Green, Kentucky
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