Commercial Lines Account Manager

Position Summary: 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.

Supervisory Responsibilities: None

Essential Tasks:

Collectively 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

Generating premium allocations for clients; advanced Microsoft Excel proficiency

Negotiating rate terms and conditions with Carriers on behalf of clients

Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.)

Prepares necessary proposals, summaries of insurance and applications, submits them to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses, all in conjunction with Producer

Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards

Consults, informs and educates audit procedures to clients in conjunction with producer

Set priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities

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:

3-5 years of Commercial Property & Casualty Insurance experience required

Licensing and Credentials:

Active General Lines or Property & Casualty License required

CISR and/or CIC preferred

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