Job Details

Description

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Personal Lines Account Manager.

The Personal Lines Account Manager will be completely responsible for the service of a specified section of Personal Lines accounts and to provide prompt, accurate and courteous service to insureds, sales representatives and insurance companies regarding those accounts.

Some of the day-to-day tasks for the Personal Lines Account Manager include:

Receive, document, and process all insured’s requests for service and to submit this information to insurance companies
Receive and process all incoming mail
Process all renewals, endorsements, late payment notices, and cancellations by updating the computer system
Review all renewals, endorsements, late payment notices, and cancellations for accuracy
Enter all new business into the system and process the New Business after the company has issued the policy
Rate and quote all requests for new business
Review renewals for the increase and remarket if required
Keep producers informed of changes, claims, etc. with their clients
Issue all agency issued renewals no later than 30 days before expiration
Service new prospects and existing clients who visit the agency
Report all new business and lost business at the end of the month to the supervisor
Keep client information current on the computer
Assist Personal Lines Manager in maintaining an efficient Personal Lines department
Assist in training other employees at management’s request
Follow all systems, procedures, and insurance company regulations
Perform special requests and projects at management’s request
Maintain a predictable and reliable work schedule
Maintain current, sound documentation of all pertinent business-related activities and communications regarding clients’ account while following agency procedures and guidelines for the same, to ensure protection and security of sensitive client data and to document reasons for all changes and actions taken that impact the clients’ account.

Location:

Remote or In Office

Knowledge, Skills and Abilities:

Will work cooperatively and collaboratively with staff at all levels, and is dedicated to a respectful and collegial work environment
Must be self-starter and show a high degree of personal initiative
Excellent verbal and written communication skills

Experience:

P&C License required
At least 5+ years of personal line insurance experience required
Personal lines experience required with High Net Worth Clients
Familiar with various carrier websites
Experience with Applied EPIC agency management system preferred
Detail oriented, conscientious, self-motived

License/Certification:

Property and Casualty (P&C) Agent's license required
Previous experience using Applied EPIC preferred

Perks & Benefits:

Generous employee benefits package which includes a robust wellness program
Employee Ownership Opportunities
Career progression opportunity – the potential for growth within the company.

Average Compensation: $118,636

How Much Do Higginbotham Employees Make?

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