Responsibilities

• Assisting the Personal Lines Sales Producer in maintaining the client's insurance policies
• Preparing endorsements to send to the insurance carriers
• Assisting with cancellations of policies
• Educates clients about coverages and make recommendations as needed to meet client insurance needs
• Handles renewals and remarkets as needed. Develop proposals and may present to clients.
• Handles or refers insured’s questions or delegates to appropriate team member
• Actively refers clients to Benefits and Commercial Lines departments for solicitation of new business
• Maintains detailed customer records in the agency management systems (Applied EPIC and CSR 24)
• Maintains healthy working relationship with underwriters, carriers and other stakeholders
• On occasion, may work with Accounting Department to reconcile accounting discrepancies

Requirements

• 3-5 years of Personal Line Insurance experience required
• Active General Lines or Property & Casualty License required
• Designations preferred (i.e CISR, CIC, CPRIA)
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
• 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

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Company paid holidays, plus PTO
• Employee wellness program