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Insurance Account Specialist in Columbus at Huntington

Date Posted: 9/27/2018

Job Snapshot

Job Description

Insurance Account Specialist-Commercial Lines

Position Summary:

Provide technical support to risk advisors, account executives, account managers and other team members in the Columbus regional team, as directed. Possess insurance product knowledge and technical skills. Ability to follow workflows and processes as detailed in agency procedures. Maintain attention to detail to ensure quality control. Collaborate with team to resolve any quality issues. Provide assistance in the production of new and renewal business as applicable.

Major Responsibilities:

 Maintain responsibility for self-management and development

  1. Meet with supervisor to ensure alignment and gain agreement on goals and performance standards
  2. Record updates to goal achievements as indicated throughout year
  3. Possess knowledge of insurance industry changes and trends
  4. Maintain and develop product knowledge through participation in educational opportunities
  5. Act as a resource for continuous improvement initiatives

Comply with Agency Procedures

  1. Comply with corporate and agency policies and procedures and all subsequent updates
  2. Adhere to agency service standards and timelines
  3. Utilize agency technology and software applications including agency management systems, document management systems and workflows
  4. Comply with procedures as outlined in the Huntington Employee Handbook

Provide Customer Service to Agency Clients

  1. Respond to internal and external service inquiries within defined time frames
  2. Collaborate with risk advisors and other team members to address client services needs
  3. Monitor outstanding service requests and address in established timeframes

Assist in the Preparation and Delivery of Client Documents

  1. Assist in the new business and renewal marketing process as requested
  2. Update client data in agency and carrier systems as required
  3. Work with risk advisor and account management team to obtain required data throughout the marketing process
  4. Assist in the preparation of summary, proposal and other documents
  5. Review policies and other documents for quality assurance requirements in accordance with agency procedures
  6. Request changes and corrections as identified during the quality assurance review
  7. Process and invoice policy transactions as required in Agency Management Systems

Participate in Agency Growth Initiatives

  1. Identify and convey account rounding and cross sell opportunities
  2. Recognize referral opportunities and submit prospects as appropriate
  3. Assist risk advisors with new business prospecting/research activities, if applicable

Maintain Agency Data

  1. Maintain and update client and policy data per agency procedures
  2. Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up
  3. Document correspondence, conversations and tasks in agency systems following agency procedures and workflows.

Assist in Colleague Development

  1. Serve as a technical and process resource when requested
  2. Assist with colleague training as requested

Corporate Initiative

  1. Participate in corporate projects and initiatives
  2. Assist with workflow development and implementation to support corporate initiatives
  3. Perform other duties as assigned by management

Quality Assurance:

  1. Adhere to bank policies and procedures and comply with legal and regulatory requirements.
  2. Maintain and follow effective controls and processes to ensure risks are measured, monitored and controlled.
  3. Adhere to compliance requirements on an on-going basis.
  4. Maintain knowledge of risk-related changes that could impact assigned work functions and processes.
Basic Qualifications:
  • Minimum Commercial Property & Casualty Insurance Experience Required: 1 year
  • Minimum Education: High School Diploma

Current Ohio Resident Major Lines Insurance License (Casualty, Property) Preferred

EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Huntington does not accept solicitation from Third Party Recruiters for any position.
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