Senior Personal Lines Account Manager

🔥 5 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟠 Senior

💰 Account Manager

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Higginbotham

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1948

🤝 B2B

👥 HR Tech

💰 $20.7M Series unknown on 2015-01

B2B • Financial • HR Tech

Higginbotham is a private, employee-owned insurance brokerage and advisory firm that provides comprehensive insurance, employee benefits, HR and financial services to businesses and individuals. The company offers commercial and specialty industry insurance, risk management and claims advocacy, employee benefits and retirement plan administration, HR outsourcing and technology, and personal insurance solutions. Higginbotham emphasizes personalized service, community engagement, and long‑term partnerships, delivering tailored plans, consulting, and ongoing support to help clients manage risk and financial planning.

📋 Description

• Managing client’s current insurance coverages • Marketing new and renewal business • Attending client meetings and influencing decision-making on behalf of the insured • Preparing endorsements to send to the insurance carriers • Assisting with cancellations of policies • Educating clients about coverages and making recommendations as needed • Handling renewals and remarkets as needed • Developing proposals and presenting to clients • Maintaining detailed customer records in the agency management systems (Applied EPIC and CSR 24) • Maintaining healthy working relationship with underwriters, carriers, and other stakeholders

🎯 Requirements

• 5-8 years of Personal Line Insurance experience required • Active General Lines or Property & Casualty License required • Designations strongly preferred (i.e. CIC, CPRIA) • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook • Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

🏖️ Benefits

• Equal Opportunity Employer