Personal Lines Client Service Manager
Higginbotham · Brunswick, GA · 2 wk ago
On-siteBusiness DevelopmentFull-time
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.
- 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
- 1+ 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
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