Commercial Lines Client Advisor
Houchens Insurance Group · Greater Lexington Area · 1 wk ago
ConsultingFull-time
What You Will Receive
- Unlimited growth based on your performance.
- Ownership in the company in the form of stock via the Houchens Industries ESOP.
- A long-term career with substantial development and advancement opportunities.
- Opportunity to lead and operate within a production team model to ensure efficient operations and optimal output.
- Comprehensive medical, dental, and vision plans and many more supplemental benefits.
- Work-life balance
About the Role
Houchens Insurance Group is a 100% employee-owned company dedicated to serving clients, co-owners, and communities. The company emphasizes equal emphasis on meeting client needs, fostering a supportive environment for co-owners, and actively contributing to community betterment.
Essential Duties and Responsibilities
- Client/Policy Services: Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings.
- Renewal Marketing: Market groups with under $10,000 in revenue and no affiliation with a larger account, preparing formal renewal presentations.
- Teamwork: 10%
- Determination: 10%
Requirements
- At least seven years related insurance experience and/or training, preferably handling multi-line, large commercial accounts or equivalent combination of education and experience.
- Must hold applicable state insurance license or have the ability to obtain such within 90 days of employment.
- Must be able to obtain insurance designations as set forth by the organization’s education plan.
- Ability to read, analyze, and interpret the most complex documents, such as insurance policies.
- Ability to respond effectively to inquiries or service issues from company personnel and/or clients.
- Ability to speak and represent the company effectively before groups of customers.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.