Higginbotham
Personal Lines Account Manager - Farm/Agribusiness
Higginbotham, Sidney, Ohio, United States, 45365
Personal Lines Account Manager - Farm/Agribusiness
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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, an Account Manager also maintains positive relationships with internal and external stakeholders.
Supervisory Responsibilities None
Essential Tasks
Assisting the Sales Producer in maintaining the client's insurance policies
Preparing policy changes to send to the insurance carriers and assisting with cancellations of policies in the agency management system
Educating clients about coverages and making recommendations as needed to meet client insurance needs
Handling renewals and remarkets as needed. Developing proposals and may present to clients
Handling or referring insured’s questions or delegating to appropriate team member
Referring clients to Benefits and Commercial Lines departments for solicitation of new business
Maintaining detailed customer records in the agency management systems (Applied EPIC and CSR 24)
Maintaining healthy working relationship with underwriters, carriers and other stakeholders
Occasionally working with Accounting Department to reconcile accounting discrepancies
Keeping 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 outcomes
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 Lines Insurance experience required
Licensing and Credentials
Active General Lines or Property & Casualty License required
Designations preferred (CISR, CIC, CPRIA)
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.
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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, an Account Manager also maintains positive relationships with internal and external stakeholders.
Supervisory Responsibilities None
Essential Tasks
Assisting the Sales Producer in maintaining the client's insurance policies
Preparing policy changes to send to the insurance carriers and assisting with cancellations of policies in the agency management system
Educating clients about coverages and making recommendations as needed to meet client insurance needs
Handling renewals and remarkets as needed. Developing proposals and may present to clients
Handling or referring insured’s questions or delegating to appropriate team member
Referring clients to Benefits and Commercial Lines departments for solicitation of new business
Maintaining detailed customer records in the agency management systems (Applied EPIC and CSR 24)
Maintaining healthy working relationship with underwriters, carriers and other stakeholders
Occasionally working with Accounting Department to reconcile accounting discrepancies
Keeping 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 outcomes
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 Lines Insurance experience required
Licensing and Credentials
Active General Lines or Property & Casualty License required
Designations preferred (CISR, CIC, CPRIA)
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.
#J-18808-Ljbffr