Account Manager

About the role

Higginbotham, a privately held, independent insurance and financial services firm ranking within the top 20 nationwide, is seeking an Account Manager for its Lehi, UT office.

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.
• Aiding in confirming 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.
• Continually enhancing industry knowledge.

Requirements

• 1-2 years of relevant experience in a commercial insurance brokerage or underwriting role.
• Relevant wholesale or retail agency/brokerage experience preferred.
• Associate’s degree or higher preferred.
• 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.
• State Licensing – where required.
• Must be able to obtain insurance license within 90 days of hire.

Location

Lehi, Utah

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

• Medical, dental, vision, prescription drug coverage.
• 401K.
• Equity prescription incentive plan.
• Multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Company paid holidays, plus PTO.
• Employee Wellness Program.