Higginbotham

Account Manager

• Provides prompt, accurate, and courteous service to clients, producers, and company personnel
• Collectively plans, designs and implements appropriate insurance programs for clients
• Maintains knowledge of new developments or changes with various carriers and new Federal/State laws
• Consults, informs and educates clients about coverage, exclusions and exposures
• Generates premium allocations for clients; advanced Microsoft Excel proficiency
• Negotiates rate terms and conditions with Carriers on behalf of clients
• Provides technical support to Producers
• Prepares necessary proposals, summaries of insurance and applications
• Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards
• Educates clients on audit procedures in conjunction with producer
• Set priorities and manages workflow to ensure timely and accurate processing of transactions

Commercial Lines Account Manager

• Assisting the Employee Benefits Producer in producing new business while maintaining existing policies for clients.
• Acting as the primary contact between clients, prospect, agency, and producer.
• Working hand-in-hand with the Producer to generate proposal presentations.
• Maintaining positive relationships with insurance carriers to satisfy clients' needs and facilitate processing of business.

Employee Benefits Account Manager

Client Services Representative

• Assisting producers and clients in maintaining insurance coverage for personal lines of insurance
• Processing and invoicing policies, endorsements, audits, and cancellations
• Preparing and processing endorsement requests for submission to insurance carriers.
• Verification of rates, exposures, and prior premiums
• Handling/processing policy cancellations, billing inquiries, and related issues
• Work closely with Senior Insurance Managers for review and approval of endorsements and renewals
• Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving.

Personal Lines Client Service Manager

• Managing client’s current insurance coverages
• Marketing new and renewal business
• Attending client meetings and influencing decision-making on behalf of the insured
• Preparing endorsements to send to the insurance carriers
• Assisting with cancellations of policies
• Educating clients about coverages and making recommendations as needed
• Handling renewals and remarkets as needed
• Developing proposals and presenting to clients
• Maintaining detailed customer records in the agency management systems (Applied EPIC and CSR 24)
• Maintaining healthy working relationship with underwriters, carriers, and other stakeholders

Senior Personal Lines Account Manager

Project Manager

• Gather and organize contracts and legal documents for various purposes within the legal department
• Summarizing contracts and performing legal research
• Collect, organize, and maintain legal documents and contracts for various internal projects and audits
• Summarize contracts and legal agreements, highlighting key provisions, obligations, and renewal terms
• Conduct legal research on statutes and regulations relevant to business operations and compliance
• Assist with the preparation of internal reports and presentations based on contract analysis and legal findings
• Collaborate with other departments to ensure accurate document tracking and legal recordkeeping

Commercial Lines Account Manager

Employee Benefits Account Manager

Personal Lines Client Service Manager

Senior Personal Lines Account Manager

Legal & Compliance Project Coordinator