Job description

The Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Essential Tasks: • Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines. • Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly • Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) to help clients and reach agency’s business goals • Investigates, initiates and prepares necessary proposals and applications, submits or presents to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses, all in conjunction with Producer • Prepares summaries of insurance schedules and proposals for account review • Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards • Consults, informs and educates audit procedures to clients. • Set priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities. • Represents the agency in conjunction with producers in handling complaints, arbitrating disputes, or resolving grievances; facilitates a productive and amicable working relationship between clients and producers; develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business. • Seeks referrals from client base and follows through to get new accounts • Provides mentoring and guidance to Customer Service Representatives. 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: • 3 (+) years of previous experience in commercial insurance required Licensing and Credentials: • Active General Lines or Property & Casualty License required 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 bers.

Requirements

Must-haves

Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines.
Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) to help clients and reach agency’s business goals
Prepares summaries of insurance schedules and proposals for account review
Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards
Consults, informs and educates audit procedures to clients.
Set priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Seeks referrals from client base and follows through to get new accounts
Provides mentoring and guidance to Customer Service Representatives.
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
3 (+) years of previous experience in commercial insurance required
Active General Lines or Property & Casualty License required
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Ability to lift 25 pounds
Repeated use of sight to read documents and computer screens

Nice-to-haves

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