Personal Lines Account Manager

2 weeks ago


Oklahoma City, United States Higginbotham Insurance Agency Inc 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 Manager for our Oklahoma City, OK office.

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
1-2 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

Licenses & Certifications
Preferred
INS

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