Position Summary
The Client Service Associate supports the service of an assigned book of business across commercial lines of insurance, contributing to policy accuracy, client satisfaction, and retention. This is an entry-level role built for candidates who are new to the insurance industry or have minimal experience. The Client Service Associate works alongside Account Managers, Account Executives and Producers to assist with policy changes, endorsements, billing inquiries, certificates, and day-to-day client needs — all aimed at reducing friction and delivering a consistent service experience for FAM’s program clients.
Supervisory Responsibilities:
None
Key Responsibilities
- Assist with the endorsement workflow — submitting requests to carriers, following up on completion, and processing approved changes including invoicing and delivery to the client
- Assist with policy reviews to confirm coverage accuracy and timely delivery; maintain accurate client records in agency management systems
- Process policy audits in accordance with carrier requirements and collaborate with Account Managers to resolve discrepancies and address audit-related issues.
- Issue and track Certificates of Insurance (COIs), ensuring compliance with carrier and contract requirements; maintain a current log of certificate holders and expirations and respond promptly to urgent requests
- Pull loss runs from carriers or TPAs, review for accuracy, and share with Account Executives to inform renewal strategy; support clients through claim reporting and follow-up as needed
- Manages open subjectivities and inspection workflows — requesting LPRs, BORs, and applications via DocuSign, following up with insureds, and routing completed items to carriers
- Assist with accounts receivable tracking, premium finance agreements, and payment plans; process cancellations and reinstatements under guidance; coordinate with carriers and internal accounting on billing discrepancies
- Support day-to-day client communication for assigned accounts, responding promptly to inquiries under the direction of senior team members; build positive client relationships and contribute to high satisfaction standards
- Partner with Account Managers, Account Executives, Marketing, and Producers to support service delivery; maintain SLAs and service timelines while upholding agency procedures and best practices
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 outcomes
- 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 & Education:
- 2 years of experience in commercial lines or property and casualty servicing preferred
Licensing & Credentials:
- Active Property and Casualty license preferred (company will assist candidate in obtaining P&C license)
Systems:
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook
- Applied Epic experience preferred; knowledge of a similar Account Management System (AMS) 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.
Entry-level insurance service role; 2 years of commercial lines or property and casualty experience preferred. Microsoft Office proficiency required; active property and casualty license and Applied Epic experience preferred.
Key Responsibilities
- processing endorsements
- issuing certificates
- tracking accounts
Skills & Tools
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Applied Epic, DocuSign
Job Details
- Category: Customer Service
- Seniority: No Prior Experience Required
- Commitment: Full Time
- Workplace: Remote — United States
- Languages: English
About Higginbotham Insurance Agency, Inc.
An insurance agency providing commercial insurance and risk management services. — Industry: Finance