Commercial Lines Client Advisor

Houchens Insurance Group; Louisville (KY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Unlimited growth

Stock ownership via ESOP

Career development

Team leadership opportunities

Medical, dental, and vision plans

Work-life balance

Job summary

Houchens Insurance Group in Louisville, KY is seeking a motivated professional for a full-time role that rewards dedication with personal and professional growth.

You will provide client and policy services, assist with renewal marketing, and collaborate with the production team to ensure efficient operations. A state insurance license or ability to obtain one within 90 days is required, along with experience handling multi-line, large commercial accounts.

Responsibilities

• Analyzes and answers requests by mail, telephone, or in person from policyholders or internal production and marketing personnel for information concerning insurance policies.
• Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings.
• Market groups with under $10,000 in revenue and no affiliation with a larger account; prepare formal renewal presentations.
• Direct supervision of 1-2 Client Associates; assign and direct work to staff.

Job description

Description

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.

Job Type

Full-time

Description

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 You Will Receive...

• Unlimited growth based on your performance.
• Ownership in the company in the form of stock via the Houchens Industries ESOP, the largest 100% owned company in the world.
• A long-term career with substantial development and advancement opportunities.
• Opportunity to lead and operate within a production team model to ensure efficient operations and optimal output.
• Comprehensive medical, dental, and vision plans and many more supplemental benefits.
• Work-life balance
• Plus, much more!

What is Houchens Insurance Group?

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

• Clients
• Co-owners
• Communities

By placing equal emphasis on meeting the needs of our clients, fostering a supportive environment for our co-owners, and actively contributing to the betterment of our communities, we strive to create a positive and impactful experience for all.

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.

Essential Duties and Responsibilities:

• 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.
• 30% Renewal Marketing: Market groups with under $10,000 in revenue and no affiliation with a larger account prepare formal renewal presentations.
• 10% Teamwork
• 10% Determination

Supervisory Responsibilities

Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Client Associates.

Requirements

Education and/or Experience

At least seven years related insurance experience and/or training, preferably handling multi-line, large commercial accounts or equivalent combination of education and experience.

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.

Language Skills

Ability to read, analyze, and interpret the most complex documents, such as insurance policies. Ability to respond effectively to inquiries or service issues from company personnel and/or clients. Ability to speak and represent the company effectively before groups of customers.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

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