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.
Essential Tasks:
- 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
- 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 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.s 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
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