Higginbotham

Account Manager

• Provides prompt, accurate and courteous service to our clients, producers and company personnel
• 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
• Consults, informs and educates audit procedures to clients
• Set priorities and manages workflow

Commercial Lines Account Manager – Select Business

Data Engineer

• The Data Engineer designs, builds, and maintains scalable data pipelines and analytics solutions across our Azure cloud environment
• This role transforms raw data from multiple source systems into reliable, business-ready information that powers reporting, analytics, and operational decision-making
• The Data Engineer works closely with analysts, application developers, and business stakeholders to deliver high-quality data solutions on Snowflake, Azure Data Lake, and Microsoft Power BI
• Design, develop, and maintain ETL/ELT pipelines in Azure to ingest, transform, and integrate data from multiple source systems
• Build and optimize Snowflake-based data solutions for scalable storage, transformation, and analytics workloads
• Manage and support Azure Data Lake structures for both structured and unstructured data
• Develop interactive dashboards and reports in Microsoft Power BI to support business intelligence and operational reporting
• Implement integration solutions that connect Azure services, Snowflake, and downstream reporting platforms
• Monitor pipeline performance, troubleshoot failures, and implement enhancements to improve efficiency and reliability
• Ensure data quality, integrity, security, and consistency across all cloud data platforms
• Partner with analysts, developers, and business stakeholders to gather and refine data and reporting requirements

Solutions Engineer

• Design end-to-end technology solutions across Azure cloud, Snowflake, Power BI, and enterprise integration platforms
• Partner with business stakeholders, project teams, developers, and infrastructure teams to define solution architecture and implementation roadmaps
• Evaluate current systems, identify gaps, and recommend scalable architecture improvements and modernization strategies
• Ensure solutions align with enterprise architecture standards, security requirements, governance policies, and performance expectations
• Lead technical design discussions for cloud, data, analytics, and application architectures, with an emphasis on Azure and Snowflake
• Support project delivery teams throughout the project lifecycle by resolving design challenges and protecting architecture integrity
• Prepare and maintain architecture diagrams, design documents, and technical recommendations for stakeholders and delivery teams
• Drive continuous improvement through technology evaluation, reusable design patterns, and adoption of best practices

Solution Architect

• Lead the design and evolution of our enterprise data architecture
• Define and lead enterprise data architecture strategy across Azure data platforms, Snowflake, Azure Data Lake, analytics, and integration services
• Design scalable, secure, and high-performance data models, pipelines, and platform architectures aligned to business and technical requirements
• Establish architecture standards, governance frameworks, and best practices for data quality, lineage, security, and lifecycle management
• Oversee solution design reviews, architecture documentation, and implementation guidance for critical data initiatives
• Provide technical leadership and mentorship to data engineers, architects, and business intelligence professionals

Senior Data Architect

Salesforce Administrator

• Lead the ongoing optimization, governance, and support of our Salesforce environment
• Partner closely with business and technical stakeholders to translate requirements into scalable platform solutions
• Improve user experience and adoption, and protect the security, integrity, and performance of the Salesforce ecosystem
• Serve as the platform’s primary subject matter expert and drive continuous improvement across the organization
• Mentor junior administrators and business systems team members, as needed
• Administer, configure, and maintain the Salesforce platform, including users, profiles, roles, permission sets, sharing rules, page layouts, custom objects, fields, validation rules, and flows
• Design, build, and optimize automations using Flow, approval processes, and other declarative tools to reduce manual work and improve efficiency
• Create and maintain reports, dashboards, and analytics that deliver actionable insight to leadership and business teams
• Lead release planning, sandbox management, testing coordination, deployment support, and change management activities
• Monitor system performance, troubleshoot issues, resolve user support requests, and drive continuous platform improvement
• Collaborate with technical teams on system integrations, security controls, and platform enhancements
• Develop documentation, training materials, and user enablement programs to increase adoption and improve the overall Salesforce experience
• Stay current on Salesforce releases and recommend enhancements aligned with business goals and platform best practices

Senior Salesforce Administrator

• Provide prompt, accurate and courteous service to clients, producers and company personnel
• Collectively plan, design and implement appropriate insurance programs for clients
• Maintain knowledge of new developments or changes with various carriers and new Federal/State laws
• Generate premium allocations for clients; negotiate rate terms and conditions with Carriers
• Provide technical support to Producers; prepare necessary proposals, summaries of insurance and applications
• Remarket, contact clients, renew policies by agency standards
• Consult, inform and educate audit procedures to clients in conjunction with producer
• Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions

Commercial Lines Account Manager

Business Analyst

• The Business Analyst is a key contributor on the product management team, responsible for translating business needs into clear, actionable requirements that drive product development in a fast-paced environment.
• This role works closely with the Director of Product Management, engineering, and business stakeholders to gather, document, and validate requirements that support the delivery of high-impact technology solutions.
• This role operates in a Microsoft-based development environment, collaborating closely with engineering teams using Azure DevOps, SQL Server, and modern .NET-based solutions.
• Elicit, document, and manage detailed business and functional requirements through stakeholder interviews, workshops, and process analysis.
• Translate business objectives into user stories, acceptance criteria, and process flows for development teams.
• Analyze existing workflows and systems to identify gaps, inefficiencies, and opportunities for improvement.
• Collaborate with engineering teams to refine requirements based on technical constraints, data considerations, and system dependencies.
• Partner with product managers to maintain and refine the product backlog, ensuring stories are well-defined and prioritized.
• Create, maintain, and manage work items (epics, features, user stories, defects) in Azure DevOps.

Business Analyst, Product Management

Marketing

• Work with Producer to review copies of policies and applications, discussing accounts, market options, coverages, pricing and marketing strategies.
• Prepare a complete and thorough submission on prospective new business accounts including company specific applications via FormPro or Epic custom forms, loss summaries, driver lists, and any other pertinent data.
• Assist Producers in gathering information to obtain quotes for new business, when necessary.
• Submit accounts to insurance companies, negotiating the pricing and coverages, and reviewing underwriting questions with Producers and/or prospective/existing clients.
• Prepare accurate, thorough and professional insurance proposals and discuss with Producers any recommendations or options that should be presented.
• Calculate rate exposures for those insurance companies that are willing to share rating information with our agency.
• Summarize losses for analysis at various deductible or retention levels.
• Maintain current, sound documentation of all pertinent business-related activities and communications regarding clients’ account while following agency procedures and guidelines for the same, to ensure protection and security of sensitive client data.

Commercial Lines Specialist – Transportation

Learning and Development

• Conduct workflows, procedures, and system training using Applied Epic and CSR24 agency management systems
• Support new hires, existing employees, and employees from newly acquired agencies
• Instruct new and existing employees on the proper use of Applied Epic and CSR24
• Deliver follow-up and refresher training for existing employees
• Facilitate training using a variety of instructional methods, including virtual training
• Conduct companywide webinars and workshops
• Provide classroom style training when onsite
• Teach Property & Casualty insurance workflows
• Create and follow acceptable documentation standards related to employee training
• Maintain accurate employee training records
• Adhere to all company and departmental policies and procedures
• Offer Help Desk assistance

Training Specialist, Property & Casualty

• Provides prompt, accurate and courteous service to clients, producers and company personnel
• Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines
• Consults, informs and educates clients about coverage, exclusions and exposures
• Generates premium allocations for clients
• Negotiates rate terms and conditions with Carriers on behalf of clients
• Provides technical support to Producers
• Prepares necessary proposals, summaries of insurance and applications
• Follows up to ensure timely responses
• Contacts clients and follows up in conjunction with producers, renews policies
• Consults, informs and educates audit procedures to clients
• Sets priorities and manages workflow to ensure efficient processing of transactions

• 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

• 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

Data Engineer

Solution Architect

Senior Data Architect

Senior Salesforce Administrator

Commercial Lines Account Manager

Business Analyst, Product Management

Commercial Lines Specialist – Transportation

Training Specialist, Property & Casualty

Commercial Lines Account Manager

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