Personal Lines Client Service Manager jobs in United States
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Higginbotham ยท 6 hours ago

Personal Lines Client Service Manager

Higginbotham is a company focused on providing exceptional client service in the insurance sector. They are seeking a Personal Lines Client Service Manager to assist producers and clients in maintaining insurance coverage for personal lines, including processing policies and ensuring client satisfaction.

Insurance
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Culture & Values

Responsibilities

Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt
Verification of rates, exposures, and prior premiums to ensure accurate policy records
Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency
Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals
Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving
Respond to and process certificate of insurance (COI), ID Cards, and billing questions as needed
Maintain accurate and organized agency files, and process incoming mail and service requests promptly
Adhere to established agency procedures and best practices
Foster strong working relationships with both clients and internal stakeholders to support overall service excellence
Ability to perform other duties as assigned

Qualification

PropertyCasualty licenseApplied Epic experienceMicrosoft ExcelMicrosoft WordMicrosoft OutlookAttention to DetailCommunication SkillsTeam CollaborationClient FocusOrganizational Skills

Required

2 years of experience in property and casualty servicing preferred
Active Property and Casualty license required (company will help candidate obtain licensure if needed)
Working knowledge of Microsoft Excel, Word, and Outlook
Familiarity of carrier systems
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

Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

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