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Jobs · Marketing · Texas

Commercial Lines Account Production Manager

Higginbotham · Austin, TX · 3 wk ago
HybridMarketingFull-time

Position Summary

The Account Production Manager position was established to aid in growing and maintaining a Managing Director’s book of business.

Supervisory Responsibilities

None

Essential Tasks

  • Help gather exposure updates and applications for renewals.
  • Track and ensure service timeline items are completed.
  • Manage daily task tracker of ongoing follow up items.
  • Verify renewals are booked and items issued (COI, auto ID cards, etc).
  • Track claims submitted to the claims department and aid with quality control.
  • Aid in marketing strategy for renewals. Help evaluate incumbent and alternative markets.
  • Track account details: coverage in place, coverage opportunities, and cross-sell data.
  • Track client retention initiatives: events (Colonial, hunting, lunch, etc), birthday email, gifts, etc.
  • Help coordinate new business marketing efforts (documents to marketer, underwriting conversations, coverage review, etc).
  • Aid in efforts to drive new business (Private Equity, Franchise, Habitational, Public Sector, Real Estate, Program development, etc).
  • Ensure marketing timeline is established and submitted to Day 2 team.
  • Center of Influence development – help further relationships with targeted COI’s

Core Competencies

  • Ability to Analyze and Solve Problems
  • Attention to Detail
  • Communication Skills
  • Timely Task Completion
  • Team Collaboration
  • Client Focus
  • Dependability
  • Creative Thinking
  • Organizational Skills
  • Adaptability

Experience and Education

  • Minimum of 7 years of experience in insurance sales or servicing role.
  • Licensing and Credentials: Active General Lines or Property & Casualty License required.

Systems

  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook.
  • Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable.

Location

This is an in office role in Austin, TX. Hybrid schedule allowed (3 days in office, 2 days from home) - Must live a commutable distance from office location*

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 incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Employee Wellness Program Company paid holidays, plus PTO

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.

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