Account Manager

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Account Manager in our Lehi, UT office.

Each Account Manager is a critical member of our production team and is responsible for :

• Supporting Broker's production team by providing strong technical expertise and administrative services relevant to account placement and client service activities.
• Communicating with clients and underwriters to ensure accurate account information.
• Preparing submissions for markets and quote cover letters to clients. Reviewing policies and other documents received for accuracy.
• Supporting inputting and updating current client information in all required systems
• Preparing accounts for renewal and may solicit new or renewal business as directed by Broker.
• Fulfilling assigned account transactions, internal processing and necessary document preparation, e.g., endorsements, change forms, invoices, etc.
• Resolving invoicing issues.
• Communicating with Premium Accounting regarding notices of cancellations.
• Assisting to confirm claim notifications are sent to the claims department.
• Performing basic office duties; filing / copying / printing documents / maintaining files
• Preparing reports, submissions, cover letters and review policies for accuracy.
• Continual enhancement of industry knowledge.

Experience :

1-2 years of relevant experience in a commercial insurance brokerage or underwriting role.

Relevant wholesale or retail agency / brokerage experience preferred.

Associate's degree or higher preferred.

Demonstrated understanding of insurance products and services.

Ability to manage workload with minimal supervision.

Critical attention to details.

Proficient in Microsoft Office including Word, Outlook and Excel.

State Licensing - where required

Must be able to obtain insurance license within 90 days of hire

Location :

Lehi, Utah

In office position

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

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.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.