Personal Lines Client Service Manager

Essential Tasks

• 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.
• Respond to and process certificate of insurance (COI), ID Cards, and billing questions as needed.
• Maintain accurate and organized agency files, and process incoming mail and service requests promptly.
• Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving.
• Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals.
• Adhere to established agency procedures and best practices.
• Foster strong working relationships with both clients and internal stakeholders to support overall service excellence.

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.

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.