Commercial Lines Account Manager

HigginbothamScottsdale, AZ
Onsite

About The Position

Higginbotham, a privately held, independent insurance and financial services firm, is seeking a Commercial Insurance Account Manager for their Scottsdale, AZ office. This role is responsible for providing prompt, accurate, and courteous service to clients and company personnel, while offering high-level support in obtaining, maintaining, expanding, and servicing commercial accounts.

Requirements

  • 5 (+) years of previous experience in commercial insurance required
  • Active Property & Casualty License required
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

Nice To Haves

  • Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Responsibilities

  • 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
  • Prepares necessary proposals, summaries of insurance and applications, submits or presents to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses
  • Prepares summaries of insurance schedules and proposals for account review
  • Remarkets, contacts clients and follows up, 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 handling complaints, arbitrating disputes, or resolving grievances; facilitates a productive and amicable working relationship with clients; 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.

Benefits

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

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Education Level

No Education Listed

Number of Employees

11-50 employees

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