Personal Lines Client Service Manager

About the role

The Personal Lines Client Service Manager assists producers and clients in maintaining insurance coverage for personal lines of insurance, including processing and invoicing policies, endorsements, audits, and cancellations.

Responsibilities

• 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.
• Working closely with Senior Insurance Managers for the review and approval of endorsements and renewals.
• Providing exceptional client service and support policy retention efforts through proactive communication and problem-solving.
• Responding to and processing certificate of insurance (COI), ID Cards, and billing questions as needed.
• Maintaining accurate and organized agency files, and processing incoming mail and service requests promptly.
• Adhering to established agency procedures and best practices.
• Fostering strong working relationships with both clients and internal stakeholders to support overall service excellence.
• Able to perform other duties as assigned.

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

• 2 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