Higginbotham · 20 hours ago
Personal Lines Assistant Account Manager
Corpus Christi, TX
Full-time
Onsite
Entry Level
2+ years expHigginbotham is an insurance agency looking for a Personal Lines Assistant Account Manager. This role is responsible for assisting account managers in maintaining insurance coverage for personal lines, processing policies, and managing customer requests.
Insurance
Responsibilities
Preparing and processing policy change requests in agency management system and carrier systems to send to insurance carriers, including invoicing, and follow-up for receipt
Quote processing for new and renewal business
Handling/processing of EPIC download activities
Support the Account Manager with processing changes and other tasks in the system
Assist customers by phone and proof of insurance requests
Maintain and support relationships with both internal stakeholders and external clients
Maintain updated agency management system to include policy information, correspondence, and contact information
Various other clerical tasks and customer requests as instructed
Qualification
Required
2 years of experience in property and casualty servicing
Active Property and Casualty license required (company will help candidate obtain licensure if needed)
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
Working knowledge of Microsoft Excel, Word, 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
2 years of experience in property and casualty servicing preferred
Designations preferred (i.s CISR)
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Company
Higginbotham
Higginbotham is a provider of insurance brokerage services to businesses and individuals.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Rusty Reid
Chairman, President & CEO
Andrew Reutter
Chief Financial Officer & Chief Operating Officer
Recent News
2025-12-16
2025-12-10
Company data provided by crunchbase