Job description

Position Summary: The Commercial Lines Account Manager Trainee will acclimate to the insurance industry initially through the Best Account Management (BAM) training course. The course is designed to help early career professionals gain knowledge in 3 phases: • BAM I - General Introduction to Insurance industry; • BAM II - Coverages and technical tools used at our organization in client service, and; • BAM III - How to execute tasks in client service or account management (i.e. Endorsements, Policy Changes, issuing certificates, marketing, etc), direct shadowing of working professional. Supervisory Responsibilities: None Essential Tasks: • Participants will complete all 3 phases of the BAM training program • Participants will obtain licensure as required • At the completion of the program, participants will be placed within the Business Insurance line of business based on their performance Core Competencies: • Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner • Attention to Detail : A strong focus on completing tasks and projects accurately and thoroughly • Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences • Timely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectively • Team Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goals • Client Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction • Dependability : Acknowledgment of the importance of being present and punctual. • Creative Thinking : Openness to suggesting new ideas and methods to improve processes and outcome • Organizational Skills : Capability to prioritize tasks and manage multiple projects simultaneously • Adaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: • Commercial insurance experience preferred, but not required Licensing and Credentials: • Active Property & Casualty license preferred, but not required (company will help individual obtain licensure if they are not licensed prior to onboarding) Systems: • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook • Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable Physical Requirements: • Ability to lift 25 pounds • Repeated use of sight to read documents and computer screens • Repeated use of hearing and speech to communicate on telephone and in person • Repetitive hand movements, such as keyboarding, writing, 10-key • Walking, bending, sitting, reaching and stretching in all directions Benefits & Compensation: • Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. • Employee Wellness Program • Company paid holidays, plus PTO Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. *Applications will be accepted until the position is filled

Requirements

Must-haves

BAM I - General Introduction to Insurance industry;
BAM II - Coverages and technical tools used at our organization in client service, and;
BAM III - How to execute tasks in client service or account management (i.e. Endorsements, Policy Changes, issuing certificates, marketing, etc), direct shadowing of working professional.
Supervisory Responsibilities: None
Participants will complete all 3 phases of the BAM training program
Participants will obtain licensure as required
At the completion of the program, participants will be placed within the Business Insurance line of business based on their performance
Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail : A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability : Acknowledgment of the importance of being present and punctual.
Creative Thinking : Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills : Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Ability to lift 25 pounds
Repeated use of sight to read documents and computer screens
Repeated use of hearing and speech to communicate on telephone and in person

Nice-to-haves

Commercial insurance experience preferred, but not required
Active Property & Casualty license preferred, but not required (company will help individual obtain licensure if they are not licensed prior to onboarding)
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: ukg
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Pto

Wellness