Huntington National Bank Insurance Account Specialists- Commercial Lines Marketing in Cleveland, Ohio

Provide technical support to producers, account executives, account managers and other team members as directed. Possess 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

  • Meet with supervisor to ensure alignment and gain agreement on goals and performance standards

  • Record updates to goal achievements as indicated throughout year

  • Possess knowledge of insurance industry changes and trends

  • Maintain and develop product knowledge through participation in educational opportunities

  • Act as a resource for continuous improvement initiatives

  • Comply with Agency Procedures

  • Comply with corporate and agency policies and procedures and all subsequent updates

  • Adhere to agency service standards and timelines

  • Utilize agency technology and software applications including agency management systems, document management systems and workflows

  • Comply with procedures as outlined in the Huntington Employee Handbook

  • Provide Customer Service to Agency Clients

  • Respond to internal and external service inquiries within defined time frames

  • Collaborate with producers and other team members to address client services needs

  • Monitor outstanding service requests and address in established timeframes

  • Assist in the Preparation and Delivery of Client Documents

  • Assist in the new business and renewal marketing process as requested, if applicable

  • Update client data in agency and carrier systems as required

  • Work with producer and account manager to obtain required data throughout the marketing process, if applicable.

  • Assist in the preparation of summary, proposal and other documents, if applicable

  • Review policies and other documents for quality assurance requirements in accordance with agency procedures

  • Request changes and corrections as identified during the quality assurance review

  • Process and invoice policy transactions as required

  • Participate in Agency Growth Initiatives

  • Identify and convey account rounding and cross sell opportunities

  • Recognize referral opportunities and submit prospects as appropriate

  • Assist producers with new business prospecting activities, if applicable

  • Maintain Agency Data

  • Maintain and update client and policy data per agency procedures

  • Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up

  • Document correspondence, conversations and tasks in agency systems following agency procedures and workflows.

  • Assist in Colleague Development

  • Serve as a technical and process resource as requested

  • Assist with colleague training as requested

  • Corporate Initiative

  • Participate in corporate projects and initiatives

  • Assist with workflow development and implementation to support corporate initiatives

  • Perform other duties as assigned by management

Basic Qualifications:

  • High School Diploma or equivalent

  • minimum 3 years of customer service experience required.

Preferred Qualifications:

  • Demonstrated experience multi-tasking and handling simple as well as complex products and processes.

  • Organization and documentation skills with attention to detail and accuracy are critical.

  • High energy, self-motivated, and results driven.

  • Demonstrated experience proactively working with team members to meet deadlines.

  • Excellent written and verbal communication skills.

  • Microsoft computer skills to include basic knowledge of Word and Excel (data entry, sorting, highlighting)

  • Prior Insurance experience preferred.

EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity

Tobacco-Free Hiring Practice: To demonstrate our commitment to health and wellness, Huntington will not hire any candidate who uses tobacco or any nicotine product including, but not limited to, cigarettes, cigars, pipes, smokeless tobacco, chewing tobacco, snuff or snus, nicotine gum, the nicotine patch or any other kind of nicotine replacement product (where permitted by applicable state law). Candidates applying for positions in those states will be notified of this practice during the recruitment process and, if offered a position, will be screened for cotinine (to check for use of tobacco and/or nicotine products and/or nicotine replacement therapy products) before they begin employment. If the position to which you're applying is covered by this practice, the job application will provide greater detail as to what constitutes tobacco use.

Huntington does not accept solicitation from Third Party Recruiters for any position.