Client Service Associate

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Higginbotham

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1948

💼 Consulting

🏥 Healthcare

📦 Logistics

💰 $20.7M Series unknown on 2015-01

Consulting • Healthcare • Logistics

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

• Assist with endorsement workflows, including carrier submissions, follow-up, invoicing, and client delivery • Assist with policy reviews to confirm coverage accuracy and timely delivery • Maintain accurate client records in agency management systems • Process policy audits and collaborate with Account Managers to resolve discrepancies • Issue and track Certificates of Insurance and maintain certificate-holder and expiration logs • Pull and review loss runs and support claim reporting and follow-up • Manage open subjectivities and inspection workflows, including requesting LPRs, BORs, and applications via DocuSign • Assist with accounts receivable tracking, premium finance agreements, payment plans, cancellations, and reinstatements • Respond to day-to-day client inquiries and contribute to positive client relationships • Partner with Account Managers, Account Executives, Marketing, and Producers to support service delivery and maintain service timelines

🎯 Requirements

• 2 years of experience in commercial lines or property and casualty servicing preferred • Active Property and Casualty license preferred • Company will assist candidate in obtaining a P&C license • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook • Applied Epic experience preferred; knowledge of a similar Account Management System acceptable • 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, and 10-key • Ability to walk, bend, sit, reach, and stretch in all directions • Ability to analyze and solve problems • Attention to detail • Clear verbal and written communication • Ability to complete tasks efficiently and manage priorities • Ability to collaborate with a team • Client-focused approach • Dependability and punctuality • Creative thinking • Organizational skills • Adaptability in a dynamic work environment

🏖️ Benefits

• Company will assist candidate in obtaining P&C license