Personal Lines Client Advisor: Renewal & Upsell Specialist

Houchens Insurance Group INC.; Crestview Hills (KY); On-site; USD 42,000 - 64,000; Full time

Job summary

Houchens Insurance Group INC. in Crestview Hills, KY is seeking a dedicated policy services professional who analyzes and answers policyholder inquiries by mail, phone, or in person, delivering accurate information about insurance policies.

The role focuses on client service and renewal marketing, handling policy reviews, endorsements, billing, carrier communications, and collaboration with other teams to ensure timely, compliant service.

Qualifications

• At least three years related insurance experience and/or training, preferably handling personal lines.
• Ability to build client relationships and manage inquiries.
• Experience with policy review, endorsements, and renewals is a plus.

Responsibilities

• Provide daily service to clients via phone, email, and in person.
• Prepare submissions, renewals, and marketing materials.
• Review policies, endorsements, and coverage for accuracy.
• Maintain carrier communications and invoicing as needed.
• Support team with training and back-up duties.

Skills

Client service

Relationship building

Communication

Time management

Education

Three years insurance experience/training

Tools

Database Software

Spreadsheet Software

Word Processing Software

Internet software

Job description

Houchens Insurance Group INC. in Crestview Hills, KY is seeking a dedicated policy services professional who analyzes and answers policyholder inquiries by mail, phone, or in person, delivering accurate information about insurance policies.

The role focuses on client service and renewal marketing, handling policy reviews, endorsements, billing, carrier communications, and collaboration with other teams to ensure timely, compliant service.