Commercial Insurance Assistant Account Manager

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a CommercialInsurance Assistant Account Manager for our Tuscaloosa, AL office.

The Commercial Lines Assistant Account Manager role is responsible for assisting the Account Manager by helping to align our services to the business goals and objectives of our customers. This includes collaborating with account managers on new and renewal business, cross-selling, aiding customers with service needs, and making changes to existing accounts - all while being a true partner to the sales team to continually enable additional opportunities.

Below are a few of the responsibilities of this role:

• Respond to clients’ needs by producing binders, certificates, policies, and other related items accurately and on time
• Inform and educate customers about coverages, exclusions, and exposures; then assist customers in making appropriate coverage changes
• Prepare proposals and applications, and also submit them to the insureds and carriers
• Explain audit procedures to clients and review interim reports for coverage adequacy
• Manage customer retention according to agency protocols
• Manage policy changes
• Update the agency management system with pertinent information
• Handle all phone calls and walk in activity by clients, carriers, or others
• Use every contact as an opportunity to round the account and review coverages the insured needs; communicate those needs successfully
• Actively refer clients to Life and Benefits Department and to Personal Lines
• Serve as back up to receptionist as needed
• Strive to make every endeavor effortless for our customers

Specific Knowledge, Skills and Abilities:

• Ability and desire to work with people
• Strong organization and time management skills, with attention to detail
• Computer skills including agency management system and Windows Office products
• Team player with a positive approach to co-workers, work and at the agency

Experience and Education

• High school diploma or equivalent

Perks & Benefits:

• Hybrid opportunities available for qualified candidates
• Generous employee benefits package which includes a robust wellness program
• Employee Ownership Opportunities
• Career progression opportunities – the potential for growth within the company