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Assistant Insurance Quotes Jobs in Kentucky (NOW HIRING)

Houchens Insurance Group

P&C Lead Marketer

Lexington, KY · On-site

  • Medical

  • Dental

  • Vision

  • PTO

What is Houchens Insurance Group? We are a 100% employee-owned company with a great culture and ... Reviewing quotes, prepares spreadsheets, and additional content specific to prospect size ...

Houchens Insurance Group

P&C Lead Marketer

Louisville, KY · On-site

  • Medical

  • Dental

  • Vision

  • PTO

What is Houchens Insurance Group? We are a 100% employee-owned company with a great culture and ... Reviewing quotes, prepares spreadsheets, and additional content specific to prospect size ...

Houchens Insurance Group

P&C Lead Marketer

Owensboro, KY · On-site

  • Medical

  • Dental

  • Vision

  • PTO

What is Houchens Insurance Group? We are a 100% employee-owned company with a great culture and ... Reviewing quotes, prepares spreadsheets, and additional content specific to prospect size ...

Houchens Insurance Group

P&C Lead Marketer

Paducah, KY · On-site

  • Medical

  • Dental

  • Vision

  • PTO

What is Houchens Insurance Group? We are a 100% employee-owned company with a great culture and ... Reviewing quotes, prepares spreadsheets, and additional content specific to prospect size ...

Gates Auto

Parts Counter Associate

Richmond, KY · On-site

$14 - $16/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Toyota South is expanding their hours to better be able to assist our growing customer needs and we ... Provide accurate price quotes and product information using parts catalogs and computer systems.

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All JobsInsurance Quotes JobsAssistant Insurance Quotes JobsAssistant Insurance Quotes Jobs in Kentucky

Assistant Insurance Quotes information

What is an assistant insurance quotes?

Assistant Insurance Quotes refer to the roles or tools that help customers obtain insurance estimates quickly and efficiently. An Assistant Insurance Quotes professional typically gathers customer information, inputs it into insurance systems, and provides quotes for various insurance products such as auto, home, or life insurance. They also explain coverage options, answer questions, and may help clients compare different policies. This role is essential in helping clients make informed decisions about their insurance needs.

What is the difference between Assistant Insurance Quotes vs Insurance Agent?

AspectAssistant Insurance QuotesInsurance Agent
CredentialsNone required, often entry-levelLicensing and certifications required
Work EnvironmentSupport role, administrative tasksClient-facing, sales-focused
Industry UsageAssist with quote preparation, data entrySell policies, advise clients

Assistant Insurance Quotes typically handle administrative support and data entry related to insurance quotes, often without licensing requirements. Insurance Agents actively sell policies, provide advice, and require licensing. While both roles work within the insurance industry, their responsibilities and credentials differ significantly.

What are the key skills and qualifications needed to thrive as an assistant insurance quotes professional?

To thrive as an Assistant Insurance Quotes professional, you need a good understanding of insurance products, attention to detail, and strong organizational skills, often supported by a high school diploma or relevant experience. Familiarity with quoting software, CRM systems, and Microsoft Office is typically required. Excellent communication, customer service orientation, and problem-solving abilities are crucial soft skills for this role. These skills ensure accurate quote generation, positive client interactions, and efficient support to sales teams, all of which are vital for business growth and customer satisfaction.

What are some typical challenges faced by assistant insurance quotes professionals, and how can they be addressed?

Assistant Insurance Quotes professionals often encounter challenges such as managing a high volume of quote requests, ensuring accuracy in data entry, and keeping up with changing insurance policies and regulations. To address these, it's important to develop strong organizational skills, use available quoting software efficiently, and communicate clearly with both clients and underwriters. Continuous learning and regular training can also help stay updated on industry changes, improving both speed and accuracy in providing quotes.
Assistant Insurance Quotes jobs near you

Personal Lines Client Advisor

Houchens Insurance Group Inc.

Crestview Hills, KY • On-site

$36K - $49K/yr

Full-time

PTO

Re-posted 5 days ago

Job description

Description

Responsibilities

50% Client/Policy Services

Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings.

  • Preparing submissions and marketing business.
  • Maintaining direct communication and building relationships with insureds.
  • Reviewing and invoicing policies and requesting changes.
  • Referring to group, life and commercial leads to appropriate personnel.
  • Preparing proposals and complete coverage analyses to serve the client.
  • Maintaining accurate and updated expiration list.
  • Processing invoices and credits on agency bill policies.
  • Tracking direct bill transactions by company.
  • Reviewing policy coverage and endorsements on all new and renewal business, including rating.
  • Handling all account service issues in accordance with the E&O standards.
  • Daily maintenance and processing of carrier downloads.
  • Building relationships with insurance carriers.
  • Maintaining compliance with all Personal Lines service standards and procedures including daily service.
  • Developing Producer and Service Leader confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
  • Handling complex policy issues and finding resolution with minimal Producer/Service Leader involvement.


30% Renewal Marketing

Remarkets current client policies and prepares formal renewal presentation.

  • Managing renewal timeline and renewal process.
  • Generating summaries and proposals of coverage and reviews with Producer.
  • Working with clients for the purpose of gathering marketing data.
  • Seeking opportunities for potential upselling of accounts including completing exposure analysis.
  • Negotiating client renewals with carriers based on competitive information.Reviewing, analyzing, and comparing quotes vs. current coverage.
  • Issuing binder, invoices, certificates, and endorsements requests as needed.
  • Completing binding instructions.

10% Teamwork

Works together with the team and with other departments, such as Marketing and Claims, including conferencing with the Producer to discuss the execution of strategies. Assists in training of new service team members. Volunteers to back up and/or assist others as needed. Manages PTO to work with departmental needs. Special projects as requested by Manager.


10% Determination

Displays commitment and initiative to meet department and agency education goals as set forth in the organization's education program.


Supervisory Responsibilities

Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Associates.

Requirements

Education and/or Experience

At least three or more years of related insurance experience and/or training, preferably handling personal line accounts; or equivalent combination of education and experience.


Certifications

Must hold an applicable state insurance license or have the ability to obtain such within 90 days of employment. Must be able to obtain insurance designations as set forth by the organization's education plan.

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