Overview
The
Personal Lines Client Service Manager
is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance, to include processing and invoicing policies, endorsements, audits, and cancellations.
Supervisory Responsibilities:
None
Responsibilities
Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt.
Verification of rates, exposures, and prior premiums to ensure accurate policy records.
Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency.
Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals.
Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving.
Respond to and process certificate of insurance (COI), ID Cards, and billing questions as needed.
Maintain accurate and organized agency files, and process incoming mail and service requests promptly.
Adhere to established agency procedures and best practices.
Foster strong working relationships with both clients and internal stakeholders to support overall service excellence.
Ability to perform other duties as assigned.
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 and Education
2 years of experience in property and casualty servicing preferred
Licensing and Credentials
Active Property and Casualty license required (company will help candidate obtain licensure if needed)
Systems
Working knowledge of Microsoft Excel, Word, and Outlook
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Familiarity with carrier systems
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.
#J-18808-Ljbffr
Personal Lines Client Service Manager
is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance, to include processing and invoicing policies, endorsements, audits, and cancellations.
Supervisory Responsibilities:
None
Responsibilities
Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt.
Verification of rates, exposures, and prior premiums to ensure accurate policy records.
Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency.
Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals.
Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving.
Respond to and process certificate of insurance (COI), ID Cards, and billing questions as needed.
Maintain accurate and organized agency files, and process incoming mail and service requests promptly.
Adhere to established agency procedures and best practices.
Foster strong working relationships with both clients and internal stakeholders to support overall service excellence.
Ability to perform other duties as assigned.
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 and Education
2 years of experience in property and casualty servicing preferred
Licensing and Credentials
Active Property and Casualty license required (company will help candidate obtain licensure if needed)
Systems
Working knowledge of Microsoft Excel, Word, and Outlook
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Familiarity with carrier systems
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.
#J-18808-Ljbffr