Commercial Lines Account Manager

Commercial Lines Account Manager

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.

Supervisory Responsibilities : None

Essential Tasks :

• 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
• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities

Core Competencies :

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 :

Physical Requirements :

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.

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.