Personal Lines Client Service Manager

Personal Lines Client Service ManagerThe Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations.Supervisory Responsibilities: NoneEssential Tasks: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.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 punctual.Creative 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:2 years of experience in property and casualty servicing preferredLicensing and Credentials:Active Property and Casualty license required (company will help candidate obtain licensure if needed)Systems:Working knowledge of Microsoft Excel, Word, and OutlookApplied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptableFamiliarity of carrier systemsPhysical 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 directionsBenefits & 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 PTOEmployee Wellness ProgramNotice 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 filledEqual Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.