Personal Lines Account Manager

1 month ago


Oklahoma City, Oklahoma, United States Higginbotham Full time

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Personal Lines Account Managerfor our Oklahoma City, OKoffice.

Essential Tasks:

  • Works with producers and prospects on personal insurance review/quotes
  • Prequalifies and analyzes lines of coverage for new and existing clients' needs, recommends coverages and prepares rating quotes and proposals to sell to clients
  • Actively solicits increases in coverage or rounding out accounts
  • Educates clients about coverage limitations and documents in computer system as needed to meet client insurance needs
  • Actively seeks referrals from current client base to solicit for new business prospects
  • Actively refers clients to Benefits and Commercial Lines departments for solicitation of new business
  • Annually conducts a total account review and recommends changes in coverage and in markets, as needed to ensure high quality coverage Handles renewals and remarkets as needed according to workflow
  • Assists clients with making coverage changes and completes all service requests for clients
  • Informs clients of policy changes, exclusions of coverage and insurance coverage needs
  • Generates documents and produces correspondence, to satisfy client service requests or to provide automation as needed by client
  • Handles or refers insured's questions and complaints
  • Maintains detailed customer records in the management systems
  • Maintains good working relations with underwriters
  • Works with Accounting Department in reconciliation of company differences and accounting discrepancies
  • Follows up on any reports required by management
  • Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current
  • Interacts with others effectively by utilizing good communication skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency

Specific Knowledge, Skills and Abilities:

  • Good communication and customer service skills
  • Highly motivated self-starter with ability to work independently to accomplish established agency goals
  • Ability to work as a team player with a committed positive approach to working through adversity
  • Ability to communicate effectively, both in the verbal and written word, necessary to communicate with clients, carriers and prospects concerning lines of coverage
  • Critical thinking skills with ability to use logic and reasoning to identify deficiencies or other concerns
  • Intermediate knowledge of Microsoft Office Products Outlook, Word and Excel preferred
  • Strong organizational and time management skills, with an extreme attention to detail
  • Ability to adhere to and meet deadlines

Experience and Education:

  • High school diploma or equivalent
  • Property and Casualty Agent's license required
  • 3-5 years of experience in Personal Lines Account Management
  • Commitment to continuous learning
  • Experience with AMS360 or EPIC preferred

Location:

  • Oklahoma City, OK

Physical Requirements:

  • Ability to lift 25 pounds
  • Repeated use of sight to read documents and computer screens
  • Repeated use of hearing and speech to communicate on telephone and in person
  • Repetitive hand movements, such as keyboarding, writing
  • Walking, bending, sitting, reaching and stretching in all directions


  • Oklahoma City, Oklahoma, United States Higginbotham Insurance Agency Inc Full time

    Higginbotham Insurance Agency Inc is seeking a dedicated Personal Insurance Account Executive to join our dynamic team. This role is essential in providing exceptional service to our clients while managing their personal insurance needs.Key Responsibilities:Collaborate with producers and clients to conduct thorough personal insurance evaluations and provide...

  • Sr. Account Manager

    2 months ago


    Oklahoma City, Oklahoma, United States National Financial Partners Full time

    Who We AreNFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the...


  • Oklahoma City, Oklahoma, United States Principle Choice Solutions LLC Full time

    Job OverviewCompany: Principle Choice Solutions LLCPosition Objective:The Financial Accountant is responsible for facilitating daily accounting functions that influence the financial reporting of the organization. This role offers a chance to contribute to a dynamic team that supports our expanding and intricate business operations.Key ResponsibilitiesCommit...

  • Accounting Manager

    1 week ago


    Oklahoma City, Oklahoma, United States Core-Mark Full time

    Company Overview:Core-Mark is a leading provider of fresh and broadline solutions tailored for the convenience retail sector. With a strong commitment to empowering our customers, employees, and communities, we have established ourselves as the largest and most comprehensive marketer of consumer goods across North America, delivering a wide array of...

  • Accounting Manager

    1 week ago


    Oklahoma City, Oklahoma, United States Jobot Full time

    Financial Controller - Oil & Gas - OnsiteThis position is hosted by Jobot.Salary: $100,000 - $150,000 per yearAbout the Company:Our client is a forward-thinking investment firm specializing in the oil and gas sector, consistently exploring and investing in innovative opportunities.Why Consider This Opportunity?Expanding organizationPositive work...

  • Account Manager

    3 weeks ago


    Oklahoma City, Oklahoma, United States Delta Dental of Oklahoma Full time

    Join Delta Dental of Oklahoma, the leading dental benefits provider in the State of Oklahoma.Looking for someone that wants to make a difference.This position will work 40 hours per week.This position requires travel throughout the State of Oklahoma. Position will be based in Oklahoma City, OK.Equal Opportunity Employer - Minority/Female/Disability/Veteran...


  • Oklahoma City, Oklahoma, United States BOK Financial Full time

    Position Overview:The Trust Officer plays a crucial role in managing personal trust, estate, custody, investment agency, and IRA accounts. This position ensures the administration of assigned accounts aligns with governing documents, applicable regulations, and fiduciary standards consistent with BOK Financial policies.Key Responsibilities:Administer...


  • Oklahoma City, Oklahoma, United States Hertz Full time

    About the RoleWe are seeking a highly skilled Technical Accounting and Lease Management Lead to join our team at Hertz. As a key member of our accounting department, you will be responsible for leading our lease accounting function and assisting with technical accounting matters.Key ResponsibilitiesLease Accounting:Manage lease accounting close and reporting...

  • Line Chef

    3 days ago


    Oklahoma City, Oklahoma, United States S&B's Burger Joint Full time

    Overview:We are seeking a skilled line chef to prepare dishes according to the precise specifications of our head chef and to organize workstations for our menu offerings.Key Responsibilities:Organize and replenish workstations with all necessary ingredients and tools.Prepare ingredients for cooking (e.g., slicing vegetables, portioning meats, or creating...


  • Oklahoma City, Oklahoma, United States The Ladders Full time

    Job OverviewLocationOklahoma City, OKEmployment TypeFull TimeEducation RequirementBachelor's DegreeWork ScheduleDay ShiftJob CategoryCommercial Insurance SalesPosition Summary:The Commercial Insurance Sales Specialist plays a crucial role in driving new business opportunities to foster sustainable growth for the agency. Key responsibilities encompass...


  • Oklahoma City, Oklahoma, United States Myplanoagent Full time

    Position OverviewA reputable insurance agency is seeking a qualified professional for the role of Insurance Account Manager. This position is ideal for an energetic individual who is passionate about enhancing customer satisfaction and driving business growth through meaningful interactions.Key ResponsibilitiesUtilize a customer-centric approach to inform...


  • Oklahoma City, Oklahoma, United States Norman Regional Health System Full time

    Overview:Compensation / BenefitsHourly wage based on prior experience.Evening shift differential of $1.10/hr.Night shift differential of $1.25/hr.Weekend shift differential of $1.25/hr.Comprehensive benefits package including medical, dental, vision, short-term and long-term disability, life insurance, paid time off (PTO), paid holidays, tuition...


  • Oklahoma City, Oklahoma, United States WESTERN FLYER EXPRESS INC Full time

    **Accounting Specialist Position at Western Flyer Express Inc.**About the Company: Western Flyer Express Inc. is a leading transportation company seeking a detail-oriented **Accounting Specialist** to join their dynamic Accounting Team. If you are a professional seeking a rewarding opportunity within a progressive organization, this role may be for you.**Key...


  • Oklahoma City, Oklahoma, United States Oklahoma Blood Institute Full time

    This job was posted by : For more information,please see: SALES CAREER WHILE MAKING A DIFFERENCE & SAVING LIVESDo you enjoy establishing relationships within the community? Do youlove meeting new people and achieving goals? Do you thrive in ahigh-energy, positive team environment?Our Blood Institute is actively seeking qualified candidates for aTerritory...


  • Oklahoma City, Oklahoma, United States APMEX Full time

    Job OverviewLocationAPMEX DOWNTOWN - Oklahoma City, OKEmployment TypeFull TimeEducation RequirementBachelor's Degree in AccountingCompensation$90,000 - $100,000 annuallyTravel RequirementsMinimalJob CategoryAccountingPosition SummaryWe are looking for a local candidate to join our team. The Accounting Manager will play a crucial role in APMEX's growing...


  • Oklahoma City, Oklahoma, United States Harrison Energy Partners Full time

    SUMMARY DESCRIPTION: Working directly with building owners, managers, and facility personnel to provide technical and financial solutions for their mechanical systems. This is accomplished through maintenance contracts, energy and intelligent services, turnkey projects, building automation systems and equipment. PRIMARY ESSENTIAL DUTIES AND RESPONSIBILITIES:...


  • Oklahoma City, Oklahoma, United States M-D Building Products Full time

    Job SummaryThe Key Account Coordinator is a critical role within M-D Building Products, responsible for the comprehensive management of key accounts. This position demands high attention to detail, strong problem-solving skills, and effective multitasking abilities.Key Responsibilities:Serve as the primary point of contact for key accounts, addressing client...


  • Oklahoma City, Oklahoma, United States Development Capital Networks Full time

    Job OverviewDevelopment Capital Networks (DCN) is seeking a meticulous and proficient Staff Accountant to enhance our finance team. In this capacity, you will assist the Controller by executing a variety of bookkeeping, accounting, filing, and organizational tasks within the office.DCN is dedicated to fostering the growth of entrepreneurs by attracting...


  • Oklahoma City, Oklahoma, United States Tronox Full time

    Position Overview:The Customer Account Manager will oversee and guide a team dedicated to enhancing the account management experience for our clientele. This individual must possess the ability to juggle multiple tasks, adhere to stringent deadlines, and thrive in both independent and collaborative settings. Key Responsibilities:1. Lead a diverse team of 4-6...


  • Oklahoma City, Oklahoma, United States Loves Travel Stops & Country Store Full time

    Req ID: 440539 PRIMARY OBJECTIVE: The main objective is to investigate and address technical accounting inquiries for all divisions of Loves, while also supporting special initiatives linked to prospective acquisitions and new business opportunities under consideration. This role will take charge of the consolidated GAAP financial statements and serve as...