Commercial Lines Account Manager

Posted 18 Days Ago
Be an Early Applicant
3 Locations
In-Office
Senior level
Insurance • Financial Services
The Role
The Commercial Lines Account Manager provides service to clients and maintains insurance programs while supporting producers and managing accounts. Responsibilities include implementing insurance plans, investigating proposals, renewing policies, and providing client education.
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 a Commercial Insurance Account Manager for our Metairie, Covington, or LaPlace, LA office.

The Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts.

Essential Tasks:

  • Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines.
  • Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly
  • Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) to help clients and reach agency’s business goals
  • Investigates, initiates and prepares necessary proposals and applications, submits or presents to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses, all in conjunction with Producer
  • Prepares summaries of insurance schedules and proposals for account review
  • Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards
  • Consults, informs and educates audit procedures to clients. 
  • Set priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Represents the agency in conjunction with producers in handling complaints, arbitrating disputes, or resolving grievances; facilitates a productive and amicable working relationship between clients and producers; develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business.
  • Seeks referrals from client base and follows through to get new accounts
  • Provides mentoring and guidance to Customer Service Representatives.

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: 

  • 5 (+) years of previous experience in commercial insurance required

Licensing and Credentials: 

  • Active General Lines or Property & Casualty License required

Systems: 

  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
  • Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Location: 

  • This is an in office role in our Metairie, Covington, or LaPlace, LA office. 

    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

    Benefits & Compensation: 

    • Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. 
    • Employee Wellness Program 
    • Company paid holidays, plus PTO 

    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.

    *Applications will be accepted until the position is filled 

    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.

    Top Skills

    Applied Epic
    Excel
    Microsoft Outlook
    Microsoft Powerpoint
    Microsoft Word
    Am I A Good Fit?
    beta
    Get Personalized Job Insights.
    Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

    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.

    Similar Jobs

    Acrisure Logo Acrisure

    Account Manager

    Fintech • Software • Financial Services
    In-Office or Remote
    10 Locations
    3983 Employees
    Easy Apply
    In-Office
    New Orleans, LA, USA
    526 Employees
    In-Office
    Metairie, LA, USA
    837 Employees
    Hybrid
    Alexandria, LA, USA
    943 Employees

    Similar Companies Hiring

    Amplify Platform Thumbnail
    Fintech • Financial Services • Consulting • Cloud • Business Intelligence • Big Data Analytics
    Scottsdale, AZ
    62 Employees
    Rain Thumbnail
    Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3 • Infrastructure as a Service (IaaS)
    New York, NY
    100 Employees
    Granted Thumbnail
    Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
    New York, New York
    23 Employees

    Sign up now Access later

    Create Free Account

    Please log in or sign up to report this job.

    Create Free Account