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Commercial Lines Account Manager Assistant I (R1)

Houchens Insurance Group Inc.

This is a Full-time position in Lexington, KY posted April 29, 2022.

Description:
Provides technical support to department personnel in processing commercial insurance policies.

Such serving will include verbal and written communication internally with staff and externally with current clients and other office support activities.

60%

Client/Policy Services

Provides daily support to Account Managers and commercial insurance accounts.

Responsibilities include:

• Preparing accurate, properly completed certificates of insurance.

• Confirming existence of coverage certified; checks for and secures missing information and authorization when necessary.

• Completing simple change requests, checks endorsements, cancellation endorsements and audits for accuracy and relevancy.

• Preparing accurate, properly completed auto ID cards; processes new business and renewal.

certificates, auto id’s, endorsements, cancellations and audits.

• Following up on direct bill late payments and keeping Producer and Account Manager informed.

• Preparing renewal files and renewal kits including ordering of loss runs and loss summaries.

• Learning all Commercial Lines service standards and procedures.

20%

File Management

Responsibilities include:

• Documenting all correspondence, follow up for necessary information updates at appropriate times, and keep the client files organized and up to date.

10%

Teamwork

Works together with team and with other departments, such as Marketing, Accounting, Claims, Producers, etc., this includes conferencing with Producer or Account Executive to discuss the execution of strategies.

Manages PTO to work with departmental needs.

Volunteers to back up and/or assist others Assistants as needed.

10%

Determination

Displays commitment and initiative to meet department and agency education goals as set forth in the organization’s education program.

.Requirements:
Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Bachelor’s degree from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.

Language Skills

Ability to read and interpret documents such as rules, instructions, and procedure manuals.

Ability to write routine reports and correspondence.

Mathematical Skills

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

Reasoning Ability

Ability to apply common sense understanding to carry out detailed written or oral instructions.

Computer Skills

To perform this job successfully, an individual should have knowledge of Database software; Internet software; Spreadsheet software and Word Processing software.

Certificates, Licenses, Registrations

Must be able to obtain insurance licenses and designations as set forth by the organization’s education plans.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear.

The employee is occasionally required to stand and walk.

The employee must occasionally lift and/or move up to 10 pounds.

Specific vision abilities required by this job include close vision and ability to adjust focus.

PI172745532