Select Lines Service Leader I

Company: Houchens Insurance Group Inc.
Location: Bowling Green
Posted on: January 23, 2023

Job Description:

Description:
Work Location:

ALL HOUCHENS INSURANCE GROUP LOCATIONS

(Bowling Green, Lexington, Owensboro, Crestview Hills, Elizabethtown, Louisville, Franklin TN)

Summary

Analyzes and answers requests by mail, telephone, or in person from policyholders or internal production and marketing personnel for information concerning insurance policies by performing the following duties.

40%

Client 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:

Preparing submissions and marketing renewal business as required.

Maintaining direct communication and building relationships with insureds.

Managing renewal time-line and mid-term review/pre-renewal questionnaires.

Reviewing and invoicing policies and requesting changes.

Obtaining updated underwriting information from clients.

Analyzing quotes and finalizes proposals for accounts.

Completing E&O documentation.

Completing special projects or tasks as requested by Service Manager.

Assisting with file audits of accounts.

Maintaining compliance with all Select Lines service standards and procedures.

40%

Policy Services

Reviews policies to verify coverage limits, dates and forms as requested.

Responsibilities include:

Ordering corrections as necessary.

Maintaining agency management database with current information.

Market renewals as needed. If you need to involve Marketing, provide renewal accord apps & loss runs. Get information to marketing as early as possible.

Generating summaries and proposals of coverage and reviews with producer or client.

Issuing binder, invoices, certificates and endorsements requests as needed.

Building relationships with insurance carriers.

Maintaining 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.

10%

Teamwork

Works together with team and with other departments, such as Marketing, Accounting, Claims, Producers, etc. Volunteers to back up and/or assist others as needed. Special projects as requested by Manager. Assist in training of new service team members. Manages PTO to work with departmental needs.

10%

Determination

Displays commitment and initiative to meet department and agency education goals as set forth in the organizations 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; shares expertise with others. Job Knowledge - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; keeps abreast of current developments; requires minimal supervision; 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 - 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 actively to resolve conflicts. Managing Customer Focus - Promotes customer focus; establishes customer service standards. Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions. Teamwork - 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. Business Acumen - Demonstrates knowledge of market and competition; aligns work with strategic goals. Ethics - Works with integrity and principles; upholds organizational values. Organizational Support - Follows policies and procedures. Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events. Personal Appearance - Dresses appropriately for position; keeps self well groomed. Attendance/Punctuality - Is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments 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 - Undertakes self-development activities. Judgement - Includes appropriate people in decision-making process. 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 multi-line, commercial 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/Service Manager involvement.

Computer Skills

To perform this job successfully, an individual should have knowledge of Database software; Internet software; Spreadsheet software and Word Processing 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; reach with hands and arms 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.

PI200789250

Keywords: Houchens Insurance Group Inc., Bowling Green , Select Lines Service Leader I, Other , Bowling Green, Kentucky