Higginbotham
Join to apply for the
Personal Lines Account Manager
role at
Higginbotham 1 day ago Be among the first 25 applicants Join to apply for the
Personal Lines Account Manager
role at
Higginbotham Get AI-powered advice on this job and more exclusive features. Position Summary:
The
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:
None
Essential Tasks:
Assisting the Personal Lines Sales Producer in maintaining the client's insurance policies Preparing endorsements to send to the insurance carriers Assisting with cancellations of policies Educates clients about coverages and make recommendations as needed to meet client insurance needs Handles renewals and remarkets as needed. Develop proposals and may present to clients. Handles or refers insureds questions or delegates to appropriate team member Actively refers clients to Benefits and Commercial Lines departments for solicitation of new business Maintains detailed customer records in the agency management systems (Applied EPIC and CSR 24) Maintains healthy working relationship with underwriters, carriers and other stakeholders On occasion, may work with Accounting Department to reconcile accounting discrepancies Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current
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:
3-5 years of Personal Line 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
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.
Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Sales and Business Development Industries
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Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Personal Lines Account Manager
role at
Higginbotham 1 day ago Be among the first 25 applicants Join to apply for the
Personal Lines Account Manager
role at
Higginbotham Get AI-powered advice on this job and more exclusive features. Position Summary:
The
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:
None
Essential Tasks:
Assisting the Personal Lines Sales Producer in maintaining the client's insurance policies Preparing endorsements to send to the insurance carriers Assisting with cancellations of policies Educates clients about coverages and make recommendations as needed to meet client insurance needs Handles renewals and remarkets as needed. Develop proposals and may present to clients. Handles or refers insureds questions or delegates to appropriate team member Actively refers clients to Benefits and Commercial Lines departments for solicitation of new business Maintains detailed customer records in the agency management systems (Applied EPIC and CSR 24) Maintains healthy working relationship with underwriters, carriers and other stakeholders On occasion, may work with Accounting Department to reconcile accounting discrepancies Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current
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:
3-5 years of Personal Line 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
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.
Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Sales and Business Development Industries
Insurance Referrals increase your chances of interviewing at Higginbotham by 2x Get notified about new Personal Line Account Manager jobs in
Webster, TX . Edwards Greenway Grand Palace 24 & RPX--Cast Member -$14/hr. Must be available Weekends/Holidays/Closing Shifts/Free Movies/Discount Concession
Houston, TX $45,000.00-$65,000.00 1 day ago Customer Service Representative - Elastomers
Customer Relations Representative - State Farm Agent Team Member
League City, TX $45,000.00-$55,000.00 7 months ago Client Services Travel Representative | Work From Home
Houston, TX $50,000.00-$70,000.00 15 hours ago Customer Service Representative Hotel Reservations (Remote)
Houston, TX $45,000.00-$65,000.00 15 hours ago Customer Service Representative - State Farm Agent Team Member
Alvin, TX $45,000.00-$55,000.00 8 months ago Missouri City, TX $50,000.00-$80,000.00 2 years ago Pearland 02 eStores - eStore In-Store Shopper - Part-Time
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr