Personal Lines Client Advisor | Renewal & Service Pro

Houchens Insurance Group Inc.; Louisville (KY); On-site; USD 42,000 - 62,000; Full time

Job summary

Houchens Insurance Group Inc. seeks a dedicated Client Services professional to manage inquiries from policyholders and internal teams. The role focuses on delivering timely service by phone, email, and in person, while supporting submissions and marketing activities.

Responsibilities include reviewing policies, maintaining carrier relationships, and ensuring accurate policy data. A minimum of 3+ years in insurance is preferred, with strong communication and teamwork skills.

Qualifications

• Requires knowledge of database, spreadsheet, word processing and internet software.
• Minimum of 3+ years in insurance-related roles or training.
• Prefer experience handling personal lines accounts.

Responsibilities

• Provides daily service to clients via phone, email, or in person and supports meetings.
• Prepares submissions and marketing materials; reviews policies and endorsements.
• Maintains communication with insureds and tracks policy expiration lists.
• Reviews policy coverage, endorsements, and rating; processes invoices and credits.
• Collaborates with Marketing, Claims, and other departments to execute strategies.

Skills

Database software

Spreadsheet software

Word processing software

Internet software

Job description

Houchens Insurance Group Inc. seeks a dedicated Client Services professional to manage inquiries from policyholders and internal teams. The role focuses on delivering timely service by phone, email, and in person, while supporting submissions and marketing activities.

Responsibilities include reviewing policies, maintaining carrier relationships, and ensuring accurate policy data. A minimum of 3+ years in insurance is preferred, with strong communication and teamwork skills.