Responsibilities

• Market new accounts as priority and renewal accounts as needed
• Review copies of policies and prospective client application information provided by Producers to properly discuss account strategy, potential markets, coverages needed and target pricing.
• Prepare complete and thorough submissions for accounts, including loss summaries, vehicle / driver / property schedules, and any other pertinent data needed to obtain a thorough quote.
• Submit accounts to insurance companies, negotiating the pricing and coverage, and reviewing underwriting questions with Producers.
• Prepare thorough and accurate proposals, and discuss details with Producers, including any recommendations or additional options that should be offered to prospective clients.
• Review all proposals for accuracy before presenting to the producer or prospective client.
• When accounts are written, ensure database is updated to reflect coverages bound and order all policies from the insurance companies, verifying final pricing, commission and any changes.
• Inform insurance companies of the outcome of all submissions.
• Review insurance company / broker incoming correspondence and distribute or advise agency personnel of any changes or pertinent information.
• Keep Commercial Lines Department informed of any company changes in underwriting philosophy.

Requirements

• Minimum of 8 years of experience in Commercial Insurance required.
• Active General Lines or Property & Casualty License required
• Proficient with Microsoft Excel, Word, PowerPoint, 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

Preferred

• Applied Epic experience preferred
• Knowledge of similar Account Management System (AMS) acceptable

Benefits

• 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