Account Manager

Posted Yesterday
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Lehi, UT, USA
In-Office
Junior
Insurance • Financial Services
The Role
Support brokers by preparing submissions, communicating with clients and underwriters, maintaining client records, processing transactions (endorsements, invoices), resolving billing issues, assisting claims notifications, and preparing renewals. Maintain industry knowledge and perform general office duties in an in-office role.
Summary Generated by Built In

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Account Manager in our Lehi, UT office. 

Each Account Manager is a critical member of our production team and is responsible for:

  • Supporting Broker’s production team by providing strong technical expertise and administrative services relevant to account placement and client service activities.
  • Communicating with clients and underwriters to ensure accurate account information.
  • Preparing submissions for markets and quote cover letters to clients. Reviewing policies and other documents received for accuracy.
  • Supporting inputting and updating current client information in all required systems
  • Preparing accounts for renewal and may solicit new or renewal business as directed by Broker.
  • Fulfilling assigned account transactions, internal processing and necessary document preparation, e.g., endorsements, change forms, invoices, etc.
  • Resolving invoicing issues.
  • Communicating with Premium Accounting regarding notices of cancellations.
  • Assisting to confirm claim notifications are sent to the claims department.
  • Performing basic office duties; filing/copying/printing documents/maintaining files
  • Preparing reports, submissions, cover letters and review policies for accuracy.
  • Continual enhancement of industry knowledge.

Experience:

  • 1-2 years of relevant experience in a commercial insurance brokerage or underwriting role.
  • Relevant wholesale or retail agency/brokerage experience preferred.
  • Associate’s degree or higher preferred.
  • Demonstrated understanding of insurance products and services.
  • Ability to manage workload with minimal supervision.
  • Critical attention to details.
  • Proficient in Microsoft Office including Word, Outlook and Excel.
  • State Licensing – where required
  • Must be able to obtain insurance license within 90 days of hire

Location:

  • Lehi, Utah
  • In office position

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

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.

Skills Required

  • 1-2 years relevant experience in a commercial insurance brokerage or underwriting role
  • Relevant wholesale or retail agency/brokerage experience
  • Associate's degree or higher
  • Demonstrated understanding of insurance products and services
  • Ability to manage workload with minimal supervision
  • Critical attention to details
  • Proficient in Microsoft Word, Outlook, and Excel
  • State insurance licensing where required
  • Must be able to obtain insurance license within 90 days of hire
  • In-office work in Lehi, Utah

Higginbotham Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Higginbotham and has not been reviewed or approved by Higginbotham.

  • Healthcare Strength Health coverage is positioned as comprehensive, with extensive insurance options and access to high-quality plans at competitive rates. Employer contributions toward medical premiums and additional coverage options are described as part of the package.
  • Equity Value & Accessibility Employee ownership is highlighted as a notable component of total rewards, framed as an “owner” model with potential long-term upside. Stock programs, grants, profit units, or similar participation are described as part of compensation for some roles.
  • Leave & Time Off Breadth Paid time off is repeatedly positioned as a strength, including references to strong PTO and time to support community involvement. A flexible work environment and some hybrid flexibility are also described as part of the overall rewards experience.

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The Company
HQ: Fort Worth, TX
1,095 Employees
Year Founded: 1948

What We Do

We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and generous to our communities. By using our independence to commit to transparency and demonstrate authenticity, we're a company that leads with values so value leads.

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