Personal Lines Insurance Advisor: Client Service & Renewals

Houchens Insurance Group Inc.; Bowling Green (KY); On-site; USD 36,000 - 48,000; Full time

Job summary

Houchens Insurance Group Inc. seeks a dedicated client service professional to analyze policy information and respond to requests from policyholders, internal teams, and marketing staff. You will handle submissions, renewals, and carrier communications to ensure accurate coverage and timely service.

The role emphasizes building client relationships, reviewing policies, and collaborating with producers and service leaders to resolve complex issues in a compliant manner.

Qualifications

• Three or more years of related insurance experience and/or training.

Responsibilities

• Provide daily client service via calls and emails to policyholders and colleagues.
• Prepare submissions and marketing business.
• Maintain communication and build relationships with insureds.
• Review and invoice policies and request changes.
• Refer to group, life and commercial leads to appropriate personnel.
• Prepare proposals and complete coverage analyses for clients.
• Maintain expiration lists and process related tasks.
• Review policy coverage and endorsements on renewals.
• Handle all account service issues per E&O standards.
• Daily maintenance of carrier downloads.
• Build relationships with insurance carriers.
• Ensure Personal Lines service standards are followed.
• Develop producer and service leader knowledge and judgment.
• Handle complex policy issues with minimal involvement.

Skills

Relationship building

Client service

Communication

Tools

Database Software

Spreadsheet Software

Word Processing Software

Internet software

Job description

Houchens Insurance Group Inc. seeks a dedicated client service professional to analyze policy information and respond to requests from policyholders, internal teams, and marketing staff. You will handle submissions, renewals, and carrier communications to ensure accurate coverage and timely service.

The role emphasizes building client relationships, reviewing policies, and collaborating with producers and service leaders to resolve complex issues in a compliant manner.