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Full-time
Medical Insurance, Dental Insurance, Vision Insurance, Prescription Drug Coverage, 401k, Equity Prescription Incentive Plan
Posted 21d ago
~40 hrs/week
Responsibilities
The Personal Lines Client Service Manager assists producers and clients by processing policies, endorsements, and cancellations for personal insurance lines. They are responsible for maintaining accurate agency files and providing exceptional client support to ensure policy retention.
Requirements
An active Property and Casualty license is required, though the company may assist in obtaining it. Preferred qualifications include over one year of property and casualty servicing experience and proficiency with Applied Epic or similar management systems.
Full job description
The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations.
Supervisory Responsibilities: None
Essential Tasks:
Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt.
Verification of rates, exposures, and prior premiums to ensure accurate policy records.
Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency.
Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals.
Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving.
Respond to and process certificate of insurance (COI), ID Cards, and billing questions as needed.
Maintain accurate and organized agency files, and process incoming mail and service requests promptly.
Adhere to established agency procedures and best practices.
Foster strong working relationships with both clients and internal stakeholders to support overall service excellence.
Ability to perform other duties as assigned.
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:
1+ 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)
Systems:
Working knowledge of Microsoft Excel, Word, and Outlook
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Familiarity of carrier systems
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 prescription incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
Company paid holidays, plus PTO
Employee Wellness Program
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
Related keywords
Personal LinesProperty And CasualtyInsuranceEndorsementsPolicy InvoicingApplied EpicAMSCOIID CardsClient RetentionBilling InquiriesP&C LicenseMicrosoft OfficeInsurance Servicing
Higginbotham is an employee-owned leader in insurance, financial services and HR/employee benefits. Since 1948, the firm has combined national reach with local expertise, ranking as the 16th largest independent insurance brokerage in the U.S., according to The Hales Report. Higginbotham delivers customized programs supported by its Day Two Services®, ensuring clients receive proactive guidance and support throughout the life of every policy.
Guided by a values-driven culture, the firm is committed to its employees, clients, carrier partners and the communities it serves. Learn more at Higginbotham.com.
Offices: 500 W 13th St, Fort Worth, Texas 76102, US
Business InsuranceEmployee BenefitsPersonal InsuranceRetirement PlansLife InsuranceExecutive BenefitsRisk ManagementBenefit Plan Administrationand HR ServicesHuman Resources
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