Personal Lines Account Manager

Are you a motivated individual who is driven by a rewarding career?

Join our team in a role that will let your dedication propel you toward both personal and professional success.

What is Houchens Insurance Group?

We are a 100% employee-owned company with a great culture and excellent benefits. We're committed to growing and celebrating the talent we hire. Houchens Insurance Group embodies three fundamental pillars of service:

1. Clients

2. Co-owners

3. Communities

We focus on meeting client needs, fostering a supportive environment for our co-owners, and actively contributing to our communities to create positive impacts.

What you will receive…

• Unlimited growth opportunities based on your performance.
• Ownership in the company through stock via the Houchens Industries ESOP, the largest 100% employee-owned company in the world.
• Long-term career with opportunities for development and advancement.
• Leadership opportunities within a production team model for efficient operations.
• Comprehensive medical, dental, and vision plans, along with other benefits.
• Work-life balance.
• And much more!

To learn more about Houchens Insurance Group, visit us on
Linked In
.

Summary

The role involves analyzing and responding to requests from policyholders, internal teams, and marketing personnel concerning insurance policies.

50% Client/Policy Services

• Providing daily service and building relationships with clients via calls and emails.
• Preparing submissions and marketing the business.
• Maintaining communication with insureds.
• Reviewing policies, invoicing, and requesting changes.
• Referring leads to appropriate personnel.
• Preparing proposals and coverage analyses.
• Maintaining updated expiration lists.
• Processing invoices, credits, and tracking transactions.
• Reviewing policy coverage and endorsements.
• Handling account service issues per standards.
• Maintaining carrier downloads and relationships.
• Ensuring compliance with service standards and developing industry knowledge.
• Handling complex policy issues with minimal supervision.

30% Renewal Marketing

• Remarketing current policies and preparing renewal presentations.
• Managing renewal timelines and processes.
• Generating summaries and proposals, and reviewing coverage with producers.
• Gathering marketing data from clients.
• Upselling opportunities and exposure analysis.
• Negotiating renewals with carriers.
• Reviewing and comparing quotes.
• Issuing binders, invoices, certificates, and endorsements.

10% Teamwork

• Collaborating with team and other departments.
• Training new team members.
• Assisting others and managing PTO to meet departmental needs.
• Participating in special projects.

10% Determination

• Showing commitment and initiative to meet educational goals.

Requirements

Education and/or Experience

Minimum three years of insurance experience, preferably with personal lines accounts, or equivalent education and experience.

Computer Skills

Knowledge of databases, spreadsheets, Word Processing, and Internet software is required.