What are the responsibilities and job description for the Personal Lines Account Manager position at Higginbotham?
Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for Personal Lines Account Manager in our Houston, TX office.
Essential Tasks:
- Educates clients about coverage limitations and documents in computer system when having to recommend excess and surplus coverages, as needed to meet client insurance needs
- At each service contract, conducts a total account review and recommends changes in coverage and in markets, as needed to ensure high quality coverage by utilizing the Service Accountability Checklist
- Handles renewals and remarkets as needed according to workflow
- Assists clients with making coverage changes and completes all service requests for clients
- Informs clients of policy changes, exclusions of coverage and insurance coverage needs
- Generates documents and produces correspondence, to satisfy client service requests or to provide automation as needed by client
- Handles or refers insured’s questions and complaints
- Maintains detailed customer records in the management systems
- Works with Quality Managers to satisfy questions or discrepancies on accounts in a timely manner
- Interacts with others effectively by utilizing good communication skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency
Location:
- Houston, TX
- In Office position
Experience:
- 3-5 years of personal lines experience
- Private Client experience preferred
License/Certification:
- General Lines Property and Casualty (P&C) Agent's license required
Perks & Benefits:
- Generous employee benefits package which includes a robust wellness program
- Employee Ownership Opportunities
- Career progression opportunity – the potential for growth within the company
This is a perfect opportunity for individuals who have experience working in an independent insurance agency!
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