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Personal Lines Client Service Manager
HigginbothamPersonal 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.
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Policy ProcessingEndorsement ManagementRate VerificationBilling Inquiry HandlingPolicy Cancellation Processing
Soft Skills
Proactive CommunicationProblem-Solving
Certifications
Active Property And Casualty License