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
• 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
• Consults, informs and educates audit procedures to clients

Commercial Lines Account Manager – Select Business

• Maintain a professional relationship with clients through exceptional customer service
• Support our sales Agent(s) in producing new business and renewing existing business
• Act as the primary contact between client, prospect, agency, and producer
• Handle or refer all service requests by clients
• Initiate and handle marketing of accounts beginning 120 days before the renewal date
• Gather necessary information and submit to appropriate carriers to obtain proposals
• Review proposals for accuracy and work with Producers to generate proposal presentations
• Calculate premium and payroll deductions, audit billing statements for accuracy
• Generate open enrollment materials
• Conduct open enrollment presentations
• Process necessary paperwork for submission to carrier
• Direct smooth transition from one carrier to another
• Update accounts to maintain files on the agency management system
• Maintain knowledge of developments or changes with carriers and Federal/State laws
• Ensure client accounts are compliant and execute on compliance requirements
• Maintain agency files accurately and process incoming mail requests
• Attend and complete training sessions or assignments as required
• Perform other related tasks as needed

Employee Benefits Account Manager – Growth & Gaps Team

Client Services Representative

• Assisting producers and clients in maintaining insurance coverage for commercial lines of insurance
• Processing and invoicing policies, endorsements, audits, and cancellations
• Prepare endorsement requests to send to insurance carriers
• Follow-up on receipt of endorsements to existing policies
• Handling/processing of cancellations and billing issues
• Communication with staff and clients as needed to gather needed information for changes to policies
• Provide technical support to Marketing Executives and Producers as needed

Commercial Lines Client Service Manager

Human Resources

• Assist in managing multiple client projects simultaneously
• Maintain project plans, timelines, status updates, and action logs
• Schedule and coordinate client meetings, internal meetings, and vendor calls
• Track deliverables and follow up with stakeholders on outstanding items
• Document meeting notes, decisions, and next steps
• Serve as a coordination point between consultants, clients, and vendor partners
• Ensure clear communication of project milestones, deliverables, and timelines
• Assist in preparing materials for client meetings and presentations
• Escalate project risks, delays, or issues to the HR Technology Consultant
• Maintain organized project documentation and client files
• Assist in preparing client reports, summaries, and project updates
• Track project progress and key milestones
• Support development of internal process documentation and templates
• Maintain meeting notes, project documentation, and collaboration materials using Microsoft OneNote
• Provide administrative support for consulting engagements and internal initiatives
• Organize project documentation, implementation materials, and client deliverables
• Coordinate calendars, meeting logistics, and follow-up communications
• Assist with preparation of reports, presentations, and workflow documentation
• Assist with documenting HR and payroll processes, including onboarding, benefits administration, and employee data management
• Support workflow documentation and process improvements within ADP
• Help organize system documentation, user guides, and configuration notes
• Maintain project documentation and process libraries using Microsoft OneNote

HR Technology Coordinator

• Provides administrative support to internal account managers
• Maintains a professional relationship with our external clients
• Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites
• Assists in marketing of accounts as directed by account managers
• Assists with the preparation of reports, proposals and other presentation materials
• Audits billing statements for accuracy on behalf of clients
• Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc.
• Assists in processing necessary paperwork for submission to carrier –implementation
• Attends local enrollment/client meetings as needed
• Delivers outstanding customer service
• Maintains agency files accurately and consistently

Commercial Lines Account Manager – Select Business

Employee Benefits Account Manager – Growth & Gaps Team

Commercial Lines Client Service Manager

HR Technology Coordinator

Senior Employee Benefits Account Coordinator – Regional