Personal Lines Client Service Manager

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

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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

• 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

• 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

• 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