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Houchens Insurance Group

Personal Lines Account Manager

Houchens Insurance Group, Orlando, Florida, us, 32885

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Are you a motivated individual who is driven by a rewarding career? Join our team in a role that will let your dedication propel you toward both personal and professional success. What is Houchens Insurance Group? We are a 100% employee-owned company with a great culture and excellent benefits. We're committed to growing and celebrating the talent we hire. Houchens Insurance Group embodies three fundamental pillars of service: 1. Clients 2. Co-owners 3. Communities We focus on meeting client needs, fostering a supportive environment for our co-owners, and actively contributing to our communities to create positive impacts. What you will receive Unlimited growth opportunities based on your performance. Ownership in the company through stock via the Houchens Industries ESOP, the largest 100% employee-owned company in the world. Long-term career with opportunities for development and advancement. Leadership opportunities within a production team model for efficient operations. Comprehensive medical, dental, and vision plans, along with other benefits. Work-life balance. And much more! To learn more about Houchens Insurance Group, visit us on

LinkedIn . Summary The role involves analyzing and responding to requests from policyholders, internal teams, and marketing personnel concerning insurance policies. 50% Client/Policy Services Providing daily service and building relationships with clients via calls and emails. Preparing submissions and marketing the business. Maintaining communication with insureds. Reviewing policies, invoicing, and requesting changes. Referring leads to appropriate personnel. Preparing proposals and coverage analyses. Maintaining updated expiration lists. Processing invoices, credits, and tracking transactions. Reviewing policy coverage and endorsements. Handling account service issues per standards. Maintaining carrier downloads and relationships. Ensuring compliance with service standards and developing industry knowledge. Handling complex policy issues with minimal supervision. 30% Renewal Marketing Remarketing current policies and preparing renewal presentations. Managing renewal timelines and processes. Generating summaries and proposals, and reviewing coverage with producers. Gathering marketing data from clients. Upselling opportunities and exposure analysis. Negotiating renewals with carriers. Reviewing and comparing quotes. Issuing binders, invoices, certificates, and endorsements. 10% Teamwork Collaborating with team and other departments. Training new team members. Assisting others and managing PTO to meet departmental needs. Participating in special projects. 10% Determination Showing commitment and initiative to meet educational goals. Requirements Education and/or Experience Minimum three years of insurance experience, preferably with personal lines accounts, or equivalent education and experience. Computer Skills Knowledge of databases, spreadsheets, Word Processing, and Internet software is required. #J-18808-Ljbffr