Commercial Lines Account Manager
Higginbotham
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.
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
- 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
- Attention to Detail
- Communication Skills
- Timely Task Completion
- Team Collaboration
- Client Focus
- Dependability
- Creative Thinking
- Organizational Skills
- Adaptability
Experience and Education: 3-5 years of Commercial Property & Casualty Insurance experience required Licensing and Credentials: Active General Lines or Property & Casualty License required 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 prescription incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Company paid holidays, plus PTO Employee Wellness Program
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