Personal Lines Client Service Manager

Higginbotham

Personal Lines Client Service Manager at Higginbotham Insurance Agency maintaining insurance coverage for clients. Handling invoicing, endorsements, audits, and cancellations with a focus on exceptional client service.

Posted 7/3/2026full-timeRemote • California • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in property and casualty insurance servicing, including policy processing, client communication, and problem-solving. Proficient in managing endorsements, cancellations, and billing inquiries while ensuring compliance with industry standards.

Highest-signal resume keywords

Property And Casualty LicensePolicy ProcessingClient ServiceApplied EpicMicrosoft Excel

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy ProcessingEndorsement ManagementRate VerificationBilling Inquiry HandlingPolicy Cancellation Processing

Soft Skills

Proactive CommunicationProblem-Solving

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft OutlookAccount Management System

Certifications & Qualifications

Active Property And Casualty License

Industry Keywords

Personal Lines InsuranceInsurance CoverageClient RetentionInsurance Audits

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

2 years of experience in property and casualty servicing preferred
Active Property and Casualty license required (company will help candidate obtain licensure if needed)
Working knowledge of Microsoft Excel, Word, and Outlook
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Benefits

Comp & perks

medical, dental, vision, prescription drug coverage
401K
equity prescription incentive plan
multiple supplemental benefits for physical, emotional, and financial wellbeing
Company paid holidays
PTO
Employee Wellness Program