Commercial Lines Account Manager

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a  Commercial Insurance Account Manager for our Scottsdale, AZ  office.

The  Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts.

Essential Tasks:

• Collectively or independently 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


• Prepares necessary proposals, summaries of insurance and applications, submits or presents to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses


• Prepares summaries of insurance schedules and proposals for account review


• Remarkets, contacts clients and follows up, renews policies by agency standards


• Consults, informs and educates audit procedures to clients. 


• Set priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.


• Represents the agency in handling complaints, arbitrating disputes, or resolving grievances; facilitates a productive and amicable working relationship with clients; develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business.


• Seeks referrals from client base and follows through to get new accounts


• Provides mentoring and guidance to Customer Service Representatives.

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: 

• 5 (+) years of previous experience in commercial insurance required

Licensing and Credentials: 

• Active 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

Location:  

• This is an in office role in our Scottsdale, AZ office. 

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