Note: The job is a remote job and is open to candidates in USA. Higginbotham is seeking a Personal Lines Sr. Account Executive to manage a book of insurance business and maintain client, carrier, and stakeholder relationships. The role handles policy changes, renewals, remarketing, proposals, client coverage recommendations, account records, and coordination with internal departments.
Responsibilities
- Assisting the Sales Producer in maintaining the client's insurance policies
- Preparing policy changes to send to the insurance carriers and assisting with cancellations of policies in the agency management system
- 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
- Refer 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
Skills
- 12+ years of Personal Lines Insurance experience required
- Active General Lines or Property & Casualty License required
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
- 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
- Designations strongly preferred (i.e. CISR, CIC, CPRIA)
- Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Prescription drug coverage
- 401K
- Equity incentive plan
- Multiple supplemental benefits for physical, emotional, and financial wellbeing
- Employee Wellness Program
- Company paid holidays
- PTO
Company Overview