Personal Lines Account Manager

Personal Lines Account Manager

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 insured's 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 :

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.