Personal Lines Account Manager jobs in United States
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Higginbotham · 1 day ago

Personal Lines Account Manager

Higginbotham is an insurance agency seeking a Personal Lines Insurance Account Manager. The role involves managing a book of insurance business, marketing new and renewal business, and maintaining positive relationships with clients and stakeholders.

Insurance
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Culture & Values

Responsibilities

Assisting the Personal Lines Sales Producer in maintaining the client's insurance policies
Preparing endorsements to send to the insurance carriers
Assisting with cancellations of policies
Educates clients about coverages and make recommendations as needed to meet client insurance needs
Handles renewals and remarkets as needed. Develop proposals and may present to clients
Handles or refers insured’s questions or delegates to appropriate team member
Actively refers clients to Benefits and Commercial Lines departments for solicitation of new business
Maintains detailed customer records in the agency management systems (Applied EPIC and CSR 24)
Maintains healthy working relationship with underwriters, carriers and other stakeholders
On occasion, may work with Accounting Department to reconcile accounting discrepancies
Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current

Qualification

Personal Lines InsuranceGeneral Lines LicenseApplied EpicMicrosoft ExcelCommunication SkillsClient FocusTeam CollaborationAttention to DetailOrganizational SkillsAdaptability

Required

3-5 years of Personal Line Insurance experience 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
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

Preferred

Designations preferred (i.e CISR, CIC, CPRIA)
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Benefits

Medical, dental, vision, prescription drug coverage
401K
Equity incentive plan
Multiple supplemental benefits for physical, emotional, and financial wellbeing
Employee Wellness Program
Company paid holidays
PTO

Company

Higginbotham

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Higginbotham is a provider of insurance brokerage services to businesses and individuals.

Funding

Current Stage
Late Stage

Leadership Team

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Rusty Reid
Chairman, President & CEO
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Andrew Reutter
Chief Financial Officer & Chief Operating Officer
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Company data provided by crunchbase