Account Manager
About The Position
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.
Requirements
- 1-2 years of relevant experience in a commercial insurance brokerage or underwriting role.
- 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.
- Must be able to obtain insurance license within 90 days of hire
Nice To Haves
- Relevant wholesale or retail agency/brokerage experience preferred.
- Associate’s degree or higher preferred.
Responsibilities
- 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.
Benefits
- Generous employee benefits package which includes a robust wellness program
- Employee Ownership Opportunities
- Career progression opportunity - the potential for growth within the company
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
