Personal Lines Account Manager

Personal Lines Insurance Account ManagerThe Personal Lines Insurance Account Manager will be responsible for managing a book of insurance business, marketing new and renewal business, and rounding out client accounts. In addition to client relationships, an Account Manager also maintains positive relationships with internal and external stakeholders.Supervisory Responsibilities: NoneEssential Tasks:Assisting the Personal Lines Sales Producer in maintaining the client's insurance policiesPreparing endorsements to send to the insurance carriersAssisting with cancellations of policiesEducates clients about coverages and make recommendations as needed to meet client insurance needsHandles renewals and remarkets as needed. Develop proposals and may present to clients.Handles or refers insured's questions or delegates to appropriate team memberActively refers clients to Benefits and Commercial Lines departments for solicitation of new businessMaintains detailed customer records in the agency management systems (Applied EPIC and CSR 24)Maintains healthy working relationship with underwriters, carriers and other stakeholdersOn occasion, may work with Accounting Department to reconcile accounting discrepanciesKeeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay currentCore 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: 3-5 years of Personal Line Insurance experience requiredLicensing and Credentials:Active General Lines or Property & Casualty License requiredDesignations preferred (i.e CISR, CIC, CPRIA)Systems: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 directionsBenefits & 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 ProgramCompany paid holidays, plus PTONotice 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