Senior Personal Lines Account Executive

Job not on LinkedIn

🔥 0 minutes ago

🏄 California – Remote

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⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 10%

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Logo of Higginbotham

Higginbotham

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

• Manage a book of insurance business • Market new and renewal business • Round out client accounts • Maintain positive relationships with internal and external stakeholders • Assist the Sales Producer in maintaining client insurance policies • Prepare policy changes for insurance carriers • Assist with policy cancellations in the agency management system • Educate clients about coverages and make recommendations to meet their insurance needs • Handle renewals and remarket accounts as needed • Develop proposals and may present them to clients • Handle or refer insureds’ questions or delegate them to the appropriate team member • Refer clients to Benefits and Commercial Lines departments for solicitation of new business • Maintain detailed customer records in Applied EPIC and CSR 24 • Maintain working relationships with underwriters, carriers, and other stakeholders • Work with the Accounting Department on accounting discrepancies when needed • Stay informed about industry information, products, coverages, and technology

🎯 Requirements

• 12+ years of Personal Lines Insurance experience required • Active General Lines or Property & Casualty License required • Designations strongly preferred (i.e. CISR, CIC, CPRIA) • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook • Applied Epic experience preferred, but knowledge of a similar Account Management System (AMS) is 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 • Walking, bending, sitting, reaching, and stretching in all directions

🏖️ Benefits

• Medical, dental, vision, and prescription drug coverage • 401K • Equity incentive plan • Multiple supplemental benefits for physical, emotional, and financial wellbeing • Employee Wellness Program • Company paid holidays • PTO

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