Personal Lines Insurance Account Representative

Personal Lines Insurance Account Representative

Requirements

• High School Diploma or equivalent
• P&C Insurance License
• 1+ year experience in Personal Insurance and servicing clients.

Responsibilities

• Self-Management and development
• Meets with Supervisor to agree upon goals and performance standards to ensure alignment and gain agreement
• Presents updates to goals as indicated throughout year
• Represents Huntington Insurance as product expert by staying current of changes, trends and opportunities within the industry.
• Follow Agency Procedures
• Follow procedures as outlined in the Workflow and Procedure Manual
• Utilize available automation and software applications following proper procedures including document management, Fax Advantage and the agency management system
• Follow procedures as outlined in the Huntington Employee Handbook
• Identifies training needs to the department manager.
• Provide Customer Service to the Assigned Book of Business
• Respond to customer inquiries within 1 business day
• Takes ownership of customer (internal and external) questions and problems with resolution within 1 business day of receiving the data in order to make an informed response
• Follow required service standards (appointments, service requirements, standards of excellence, strategizing / agendas, etc.)
• Coordinate and communicate with the producer on open issues and account status
• Provides feedback to the department manager for review and resolution, any carrier issues identified.
• Assist in the Coordination and Timely Delivery of Renewals
• Oversee and direct the market survey process. This is done is conjunction with the producer if assigned
• Delivery of renewal recommendations within established time frame
• Obtain data required in order to finalize the renewal process
• Prepares and submits quote requests and tracks timely receipt
• Prepares proposal for delivery to client by Producer
• Implement policy order once renewal order has been received from the client
• Process policies in accordance with established procedures
• Identify add on lines of business and implement where possible
• Seek referrals and provide to other divisions
• Assist the producer as requested with prospects.
• Maintain Client Data
• Update policy information throughout the year per established standards
• Maintain client contact data, carriers and other pertinent information within the agency management system
• Enter activities per the established guidelines and provide timely follow up to open activities
• Utilize the document management system and naming conventions as defined within the workflow procedures.

Preferred Qualifications

• Sagitta and ImageRight experience highly preferred
• Exceptional time management skills, attention to detail and the ability to prioritize
• Excellent written and verbal communication skills, including professional grammar and demeanor
• Ability to thrive in a collaborative, team-oriented environment
• Problem solving skills/ability to handle complex issues
• Ability to multi-task and meet deadlines
• Prior experience working in a fast-paced, deadline driven environment servicing clients and providing policy administration
• Strong PC and Internet skills to include at least an intermediate user level of Microsoft Excel and Word required
• 3 years of personal insurance experience preferred
• Possess a basic degree of Personal Insurance knowledge, exercise judgment and act independently to service a book of business.
• Prioritize effectively and respond in optimal time frames while working in a fast-paced environment.
• Act independently to service a significant volume of account activity.