Commercial Lines Account Manager Assistant I (R1)
Company: Houchens Insurance Group Inc.
Posted on: May 13, 2022
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.
Essential Duties and Responsibilities Disclaimer: the duties listed
are intended to describe the general nature and level of work to be
performed. This is not an exhaustive list of all responsibilities,
duties and skills which may be required.
Provides daily support to Account Managers and commercial insurance
- Preparing accurate, properly completed certificates of
- 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
- 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
- Documenting all correspondence, follow up for necessary
information updates at appropriate times, and keep the client files
organized and up to date.
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
Displays commitment and initiative to meet department and agency
education goals as set forth in the organization's education
This job has no supervisory responsibilities.
Competencies To perform the job successfully, an individual should
demonstrate the following competencies: Analytical - Collects and
researches data. Continuous Learning - Seeks feedback to improve
performance; pursues training and development opportunities;
strives to continuously build knowledge and skills. Job Knowledge -
Exhibits ability to learn and apply new skills; keeps abreast of
current developments; displays understanding of how job relates to
others. Use of Technology - Adapts to new technologies; uses
technology to increase productivity. Design - Demonstrates
attention to detail. Problem Solving - Identifies and resolves
problems in a timely manner; gathers and analyzes information
skillfully; works well in group problem solving situations. Project
Management - Communicates changes and progress. Customer Service -
Responds promptly to customer needs; responds to requests for
service and assistance; meets commitments. Communications -
Expresses ideas and thoughts verbally; expresses ideas and thoughts
in written form; exhibits good listening and comprehension; keeps
others adequately informed; selects and uses appropriate
communication methods. Cooperation - Establishes and maintains
effective relations; offers assistance and support to co-workers;
works cooperatively in group situations; works actively to resolve
conflicts. Managing Customer Focus - Promotes customer focus. Oral
Communication - Speaks clearly and persuasively in positive or
negative situations; listens and gets clarification; responds well
to questions. Teamwork - Balances team and individual
responsibilities; contributes to building a positive team spirit;
puts success of team above own interests; able to build morale and
group commitments to goals and objectives; supports everyone's
efforts to succeed. Written Communication - Writes clearly and
informatively; edits work for spelling and grammar; varies writing
style to meet needs; presents numerical data effectively; able to
read and interpret written information. Ethics - Treats people with
respect; keeps commitments; inspires the trust of others; works
with integrity and principles; upholds organizational values.
Organizational Support - Follows policies and procedures.
Adaptability - Able to deal with frequent change, delays, or
unexpected events. Achievement Focus - Measures self against
standard of excellence. Personal Appearance - Dresses appropriately
for position; keeps self well groomed. Sales Skills - Maintains
customer satisfaction; maintains records and promptly submits
information. Attendance/Punctuality - Is consistently at work and
on time. Dependability - Follows instructions, responds to
management direction; takes responsibility for own actions; keeps
commitments; commits to long hours of work when necessary to reach
goals.; completes tasks on time or notifies appropriate person with
an alternate plan. Initiative - Volunteers readily; undertakes
self-development activities; seeks increased responsibilities; asks
for and offers help when needed. Planning/Organizing - Prioritizes
and plans work activities; uses time efficiently. Quality -
Demonstrates accuracy and thoroughness; monitors own work to ensure
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
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.
Ability to read and interpret documents such as rules,
instructions, and procedure manuals. Ability to write routine
reports and correspondence.
Ability to calculate figures and amounts such as discounts,
interest, commissions, proportions, and percentages.
Ability to apply common sense understanding to carry out detailed
written or oral instructions.
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.
Keywords: Houchens Insurance Group Inc., Owensboro , Commercial Lines Account Manager Assistant I (R1), Executive , Owensboro, Kentucky
Didn't find what you're looking for? Search again!