Higginbotham
Overview
The Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts.
Responsibilities
Collectively 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
Generating premium allocations for clients; advanced Microsoft Excel proficiency
Negotiating rate terms and conditions with Carriers on behalf of clients
Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.)
Prepares necessary proposals, summaries of insurance and applications, submits them to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses, all in conjunction with Producer
Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards
Consults, informs and educates audit procedures to clients in conjunction with producer
Set priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
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 Commercial Property & Casualty 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 strongly preferred, but knowledge of similar Account Management System (AMS) is acceptable
Location
This is an in office role in Cincinnati, OH
Perks & Benefits
Generous employee benefits package which includes a robust wellness program
Employee Ownership Opportunities
Career progression opportunity – the potential for growth within the company
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 our team members or send unsolicited potential placements.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Insurance
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Responsibilities
Collectively 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
Generating premium allocations for clients; advanced Microsoft Excel proficiency
Negotiating rate terms and conditions with Carriers on behalf of clients
Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.)
Prepares necessary proposals, summaries of insurance and applications, submits them to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses, all in conjunction with Producer
Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards
Consults, informs and educates audit procedures to clients in conjunction with producer
Set priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
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 Commercial Property & Casualty 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 strongly preferred, but knowledge of similar Account Management System (AMS) is acceptable
Location
This is an in office role in Cincinnati, OH
Perks & Benefits
Generous employee benefits package which includes a robust wellness program
Employee Ownership Opportunities
Career progression opportunity – the potential for growth within the company
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 our team members or send unsolicited potential placements.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Insurance
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr