Description Position Summary: Possess a high degree of product line knowledge and technical expertise. Provide service to an assigned book of business with minimal producer or management involvement. Prioritize effectively and respond in designated time frames while working in a fast paced environment. Able to act independently to meet service needs for large, complex accounts, Act as producer and servicer on assigned house accounts. Assist the producer in the production of new and renewal accounts. Major Responsibilities:
Maintain responsibility for self-management and development
a. Meet with supervisor to ensure alignment and gain agreement on goals and performance standardsb. Record updates on goal achievements as indicated throughout yearc. Represent Huntington Insurance as a product expert by staying current with industry changes, trends and opportunities.d. Maintain and develop product line knowledge through participation in educational opportunitiese. Act as a resource for continuous improvement initiatives
Comply with Agency Procedures
a. Follow established agency policies and procedures and all subsequent updatesb. Adhere to agency service standards and timelinesc. Utilize agency technology and software applications including agency management systems, document management systems and workflowsd. Comply with procedures as outlined in the Huntington Employee Handbook
Provide Customer Service to Agency Clients
a. Respond to internal and external service inquiries within optimal time framesb. Take ownership and respond to customer inquiries and problem resolution responding in an optimal time framec. Coordinate and communicate client service needs, directing and assisting team members as neededd. Request policy changes as required and monitor delivery of samee. Issue certificates of insurance, binders and other policy documents as requiredf. Provide guidance to other team members as needed
Assist in the Delivery of Agency Products and Services
a. Coordinate, direct and oversee the marketing process in conjunction with the producer and other team membersb. Work with clients and carriers to obtain necessary data throughout the marketing processc. Submit quote requests and monitor carrier responsesd. Negotiate coverage pricing and conditions to meet client needse. Review carrier quotes and conditions to ensure compliance with quality assurance standardsf. Deliver new business and renewal recommendations within the established time frameg. Prepare client summary and proposal documents h. Submit new business and renewal orders to carrier and monitor receipt of policy documentsi. Review proposals and policy documents for quality assurance requirements in accordance with agency proceduresj. Participate in client appointments and meetings as requested
Participate in Agency Growth Initiatives
a. Identify account rounding coverage opportunitiesb. Obtain and present quotes for recommended coveragec. Seek cross sell and referral opportunities across product linesd. Assist producers with new business prospecting activities
Maintain Agency Data
a. Maintain and update client and policy data per agency proceduresb. Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow upc. Document correspondence, conversations and activities in agency systems following agency procedures
Assist in Colleague Development
a. Serve as product line resource as requestedb. Assist with colleague training as requested
Corporate Initiative
a. Participate in corporate projects and initiativesb. Assist with workflow development and implementation to support corporate initiativesc. Perform other duties as assigned by managementBasic Qualifications:At least three years' of personal insurance experienceActive P&C Insurance License#LI-RemoteExempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) YesWorkplace Type:HybridHuntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
