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 mannerAttention to Detail : A strong focus on completing tasks and projects accurately and thoroughlyCommunication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiencesTimely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectivelyTeam Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goalsClient Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfactionDependability : Acknowledgment of the importance of being present and punctualCreative Thinking : Openness to suggesting new ideas and methods to improve processes and outcomeOrganizational Skills : Capability to prioritize tasks and manage multiple projects simultaneouslyAdaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environmentExperience and Education
1-2 years of Commercial Property & Casualty Insurance experience requiredLicensing and Credentials
Active General Lines or Property & Casualty License requiredSystems
Proficient with Microsoft Excel, Word, PowerPoint, and OutlookApplied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptablePhysical Requirements
Ability to lift 25 poundsRepeated use of sight to read documents and computer screensRepeated use of hearing and speech to communicate on telephone and in personRepetitive hand movements, such as keyboarding, writing, 10-keyWalking, bending, sitting, reaching and stretching in all directionsNotice 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.
Seniority level
Entry levelEmployment type
Full-timeJob function
Sales and Business DevelopmentIndustries
InsuranceReferrals increase your chances of interviewing at Higginbotham by 2x
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