Personal Lines Account Manager

• Position Summary:  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

• 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 Personal Line Insurance experience required
• Experience with high net worth accounts is a plus

Licensing and Credentials

• Active General Lines or Property & Casualty License required
• Designations preferred (i.e CISR, CIC, CPRIA)

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

Benefits & Compensation

• Higginbotham offers medical, dental, vision, prescription drug coverage,

• 401K, equity incentive plan as well as multiple supplemental benefits for
• physical, emotional, and financial wellbeing.

• Company paid holidays, plus PTO
• Employee wellness program

• 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.

• Applications will be accepted until the position is filled.