Personal Lines Client Advisor: Service & Renewals

Houchens Insurance Group; Crestview Hills (KY); On-site; USD 40,000 - 60,000; Full time

Job summary

Houchens Insurance Group in Crestview Hills, KY seeks an experienced policy services associate to analyze requests from policyholders and internal teams, respond via phone, mail, or in person, and support administrative tasks related to personal lines.

Responsibilities include submitting and marketing business, renewing policies, reviewing coverages, preparing proposals, and maintaining carrier relations, while ensuring accuracy and adherence to E&O standards.

Qualifications

• 3+ years of insurance experience or training, preferably in personal lines.
• Proficiency in client communications and policy administration.

Responsibilities

• Provide daily service to clients via phone and email.
• Review and process policy changes and renewals.
• Prepare proposals and coverage analyses for clients.
• Maintain accurate expiration lists and coordinate billing.

Skills

Customer service

Communication

Relationship building

Insurance knowledge

Tools

Database software

Spreadsheet software

Word processing software

Internet software

Job description

Houchens Insurance Group in Crestview Hills, KY seeks an experienced policy services associate to analyze requests from policyholders and internal teams, respond via phone, mail, or in person, and support administrative tasks related to personal lines.

Responsibilities include submitting and marketing business, renewing policies, reviewing coverages, preparing proposals, and maintaining carrier relations, while ensuring accuracy and adherence to E&O standards.