Higginbotham
Commercial Lines Account Executive - Real Estate & Healthcare
Higginbotham, Fort Worth, Texas, United States, 76102
Position Summary
The Commercial Lines Account Executives have leadership/mentorship and advisement responsibilities over Account Managers and their respective books of business/client groups to include gathering information from clients, servicing clients, and setting expectations of timeline for completion of work tasks. 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 Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.), Account Managers, and Client Service Managers Investigates, initiates and prepares necessary summaries of insurance, proposals and applications, submits them to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses, either in conjunction with Producer or independently Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards Consults, informs, and educates audit procedures to clients. Set priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities Represents the agency in conjunction with producers in handling complaints, arbitrating disputes, or resolving grievances; facilitates a productive and amicable working relationship between clients, agency personnel, and producers; develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business Involved in clients’ loss control visits and subsequent recommendations and/or relevant claims Specific Knowledge, Skills, and Abilities
Ability and desire to work with people Above average mathematical skills Strong organization and time management skills required, with attention to detail Computer skills including agency management system and Windows Office Team player with a positive approach to co-workers, work and the agency Highly motivated, self-starter who works independently to accomplish established agency goals Exceptional communication skills, both verbal and written Accountable for own actions and delivers on commitments Commitment to continuous learning Experience and Education
8+ years of Commercial Property & Casualty Insurance experience required Experience managing Real Estate and Healthcare clients required Licensing and Credentials
Active General Lines or Property & Casualty License required Certified Insurance Counselor (CIC) or equivalent designation 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
Candidate will be based out of the Fort Worth, TX office Hybrid or fully remote opportunities available for qualified candidates 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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The Commercial Lines Account Executives have leadership/mentorship and advisement responsibilities over Account Managers and their respective books of business/client groups to include gathering information from clients, servicing clients, and setting expectations of timeline for completion of work tasks. 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 Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.), Account Managers, and Client Service Managers Investigates, initiates and prepares necessary summaries of insurance, proposals and applications, submits them to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses, either in conjunction with Producer or independently Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards Consults, informs, and educates audit procedures to clients. Set priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities Represents the agency in conjunction with producers in handling complaints, arbitrating disputes, or resolving grievances; facilitates a productive and amicable working relationship between clients, agency personnel, and producers; develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business Involved in clients’ loss control visits and subsequent recommendations and/or relevant claims Specific Knowledge, Skills, and Abilities
Ability and desire to work with people Above average mathematical skills Strong organization and time management skills required, with attention to detail Computer skills including agency management system and Windows Office Team player with a positive approach to co-workers, work and the agency Highly motivated, self-starter who works independently to accomplish established agency goals Exceptional communication skills, both verbal and written Accountable for own actions and delivers on commitments Commitment to continuous learning Experience and Education
8+ years of Commercial Property & Casualty Insurance experience required Experience managing Real Estate and Healthcare clients required Licensing and Credentials
Active General Lines or Property & Casualty License required Certified Insurance Counselor (CIC) or equivalent designation 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
Candidate will be based out of the Fort Worth, TX office Hybrid or fully remote opportunities available for qualified candidates 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