Personal Lines Assistant Account Manager
Higginbotham, Corpus Christi, TX, United States
Position Summary
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.
Responsibilities
Preparing and processing policy change requests in the agency management system and carrier systems to send to insurance carriers, including invoicing, and follow-up for receipt
Quote processing for new and renewal business
Handling/processing of EPIC download activities
Support the Account Manager with processing changes and other tasks in the system
Assist customers by phone and with proof of insurance requests
Maintain and support relationships with both internal stakeholders and external clients
Maintain updated agency management system to include policy information, correspondence, and contact information
Various other clerical tasks and customer requests as instructed
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 outcome
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)
Designations preferred (i.e., CISR)
Systems
Working knowledge of Microsoft Excel, Word, and Outlook
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is 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
#J-18808-Ljbffr
Responsibilities
Preparing and processing policy change requests in the agency management system and carrier systems to send to insurance carriers, including invoicing, and follow-up for receipt
Quote processing for new and renewal business
Handling/processing of EPIC download activities
Support the Account Manager with processing changes and other tasks in the system
Assist customers by phone and with proof of insurance requests
Maintain and support relationships with both internal stakeholders and external clients
Maintain updated agency management system to include policy information, correspondence, and contact information
Various other clerical tasks and customer requests as instructed
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 outcome
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)
Designations preferred (i.e., CISR)
Systems
Working knowledge of Microsoft Excel, Word, and Outlook
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is 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
#J-18808-Ljbffr