Personal Lines Assistant Account Manager
Higginbotham, Corpus Christi, TX, United States
Personal Lines Assistant Account Manager
The Personal Lines Assistant Account Manager is responsible for assisting account managers in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, policy changes, and cancellations. Essential tasks include preparing and processing policy change requests in agency management system and carrier systems to send to insurance carriers, including invoicing, and follow-up for receipt. Additionally, the role involves quote processing for new and renewal business, handling/processing of EPIC download activities, supporting the Account Manager with processing changes and other tasks in the system, assisting customers by phone and proof of insurance requests, maintaining and supporting relationships with both internal stakeholders and external clients, maintaining updated agency management system to include policy information, correspondence, and contact information, and various other clerical tasks and customer requests as instructed. Core competencies include the ability to analyze and solve problems, attention to detail, communication skills, timely task completion, team collaboration, client focus, dependability, creative thinking, organizational skills, and adaptability. Experience and education requirements include 2 years of experience in property and casualty servicing preferred, active property and casualty license required (company will help candidate obtain licensure if needed), designations preferred (i.s CISR), working knowledge of Microsoft Excel, Word, and Outlook, and applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable. Physical requirements include the 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, and 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. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
The Personal Lines Assistant Account Manager is responsible for assisting account managers in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, policy changes, and cancellations. Essential tasks include preparing and processing policy change requests in agency management system and carrier systems to send to insurance carriers, including invoicing, and follow-up for receipt. Additionally, the role involves quote processing for new and renewal business, handling/processing of EPIC download activities, supporting the Account Manager with processing changes and other tasks in the system, assisting customers by phone and proof of insurance requests, maintaining and supporting relationships with both internal stakeholders and external clients, maintaining updated agency management system to include policy information, correspondence, and contact information, and various other clerical tasks and customer requests as instructed. Core competencies include the ability to analyze and solve problems, attention to detail, communication skills, timely task completion, team collaboration, client focus, dependability, creative thinking, organizational skills, and adaptability. Experience and education requirements include 2 years of experience in property and casualty servicing preferred, active property and casualty license required (company will help candidate obtain licensure if needed), designations preferred (i.s CISR), working knowledge of Microsoft Excel, Word, and Outlook, and applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable. Physical requirements include the 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, and 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. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.