Higginbotham

Description

Position Summary: The Surety Account Manager is an integral member of the Surety team responsible for the day-to-day servicing and administration of commercial and/or contract surety accounts. The Account Manager works closely with clients, producers, Account Executives, carrier partners, and other Surety team members to provide accurate, timely, and responsive service. The position develops an understanding of assigned clients’ businesses, bond requirements, carrier relationships, and overall surety programs while continuing to build technical surety knowledge. Supervisory Responsibilities: None Essential Tasks: Manage day-to-day servicing of assigned commercial and/or contract surety accounts Maintain client/account responsibilities appropriate to experience, capacity, and team structure Process bond requests, renewals, continuations, riders, cancellations, and related transactions accurately and timely Review requests and supporting documentation for completeness Gather information required for underwriting submissions Prepare and coordinate routine submissions to surety carrier partners Communicate with clients regarding bond requests, documentation, status, and servicing needs Maintain accurate client, bond, carrier, and transaction information within agency and surety management systems Monitor renewals, expirations, open bond activity, and outstanding account requirements. Review bond forms, powers of attorney, and execution requirements for accuracy Gather financial statements, work-in-progress reports, and other underwriting information Develop productive relationships with carrier representatives and underwriting teams Identify unusual requirements or potential concerns and escalate appropriately Follow established workflows, documentation standards, and quality-control procedures Participate in ongoing technical and professional development Core Competencies: Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goals Client Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction Dependability : Acknowledgment of the importance of being present and punctual Creative Thinking : Openness to suggesting new ideas and methods to improve processes and outcome Organizational Skills : Capability to prioritize tasks and manage multiple projects simultaneously Adaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: 1-3 years of insurance, financial services, construction, or related experience preferred; Surety experience strongly preferred Licensing and Credentials: Active General Lines or Property & Casualty License required Systems: Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Erlon and Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable Ability to learn and effectively utilize agency, surety, and other business technology as required Location: Hybrid work schedule will be considered for qualified candidates (must live a commutable distance from office location). Physical Requirements: 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, 10-key Walking, bending, sitting, reaching and stretching in all directions Benefits and Compensation: Higginbotham offers medical, dental, vision, prescription drug coverage, 401(k), equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing Employee Wellness Program Company paid holidays, plus PTO Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. *Applications will be accepted until the position is filled

Description

Position Summary: The Surety Account Manager is an integral member of the Surety team responsible for the day-to-day servicing and administration of commercial and/or contract surety accounts. The Account Manager works closely with clients, producers, Account Executives, carrier partners, and other Surety team members to provide accurate, timely, and responsive service. The position develops an understanding of assigned clients’ businesses, bond requirements, carrier relationships, and overall surety programs while continuing to build technical surety knowledge. Supervisory Responsibilities: None Essential Tasks: Manage day-to-day servicing of assigned commercial and/or contract surety accounts Maintain client/account responsibilities appropriate to experience, capacity, and team structure Process bond requests, renewals, continuations, riders, cancellations, and related transactions accurately and timely Review requests and supporting documentation for completeness Gather information required for underwriting submissions Prepare and coordinate routine submissions to surety carrier partners Communicate with clients regarding bond requests, documentation, status, and servicing needs Maintain accurate client, bond, carrier, and transaction information within agency and surety management systems Monitor renewals, expirations, open bond activity, and outstanding account requirements. Review bond forms, powers of attorney, and execution requirements for accuracy Gather financial statements, work-in-progress reports, and other underwriting information Develop productive relationships with carrier representatives and underwriting teams Identify unusual requirements or potential concerns and escalate appropriately Follow established workflows, documentation standards, and quality-control procedures Participate in ongoing technical and professional development Core Competencies: Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goals Client Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction Dependability : Acknowledgment of the importance of being present and punctual Creative Thinking : Openness to suggesting new ideas and methods to improve processes and outcome Organizational Skills : Capability to prioritize tasks and manage multiple projects simultaneously Adaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: 1-3 years of insurance, financial services, construction, or related experience preferred; Surety experience strongly preferred Licensing and Credentials: Active General Lines or Property & Casualty License required Systems: Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Erlon and Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable Ability to learn and effectively utilize agency, surety, and other business technology as required Location: Hybrid work schedule will be considered for qualified candidates (must live a commutable distance from office location). Physical Requirements: 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, 10-key Walking, bending, sitting, reaching and stretching in all directions Benefits and Compensation: Higginbotham offers medical, dental, vision, prescription drug coverage, 401(k), equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing Employee Wellness Program Company paid holidays, plus PTO Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. *Applications will be accepted until the position is filled

Description

Position Summary: The Claims Director is responsible for the strategic leadership, oversight, and management of the Captive Claims Department, ensuring consistent and effective claims advocacy and service delivery across the Captive portfolio. This position provides leadership and guidance to the claims team, participates in claim reviews, and oversees complex and high-exposure property and casualty claims. The Claims Director works closely with clients, carriers, third-party administrators, defense counsel, and other claims professionals to promote effective claims strategies, appropriate reserve management, and timely resolution. The position also monitors carrier and TPA performance, identifies claims trends and areas of concern, and escalates significant claims or service issues as appropriate. Supervisory Responsibilities: Direct supervisory responsibilities for 8-10 team members Essential Tasks: Assist with the development and implementation of innovative claims resolution processes Continually search for process improvements and/or enhancements to workflow; make recommendations for change where appropriate Create and manage some key metrics to improve claims processing Assist clients with disputed claims resolutions, if escalation is desired/required Identify areas on processes to eliminate potential E&O claims Coordination of claims management process to improve customer satisfaction Provide education of the claims process to the agency and client personnel Review reporting process in Applied EPIC claims system by claims advocates Manage notification process of new claim information Respond to client and company requests for action and information on any claim-related matter Complete monthly audits of a sampling of Advocate claim files to ensure established performance metrics and claim handling standards are being met, including review of applicable administrative activities. Participate in establishing Wildly Important Goals that fall outside of the regular “day job” and into process improvement or large scale project completion Core Competencies: Leadership : Display leadership skills and ability to motivate fellow employees Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail : A strong focus on completing tasks and projects accurately and thoroughly Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goals Client Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction Dependabilit y: Acknowledgment of the importance of being present and punctual. Creative Thinkin g: Openness to suggesting new ideas and methods to improve processes and outcome Organizational Skills : Capability to prioritize tasks and manage multiple projects simultaneously Adaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: High School diploma is required, Bachelor’s degree preferred. 8 years of experience in property and casualty claims in a commercial insurance environment and experience in claims management processes Licensing and Credentials: Active General Lines or Property & Casualty License required Systems: Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable Location: This role will be based out of our Bossier City, LA office and can be either an in office, hybrid, or fully remote role. Physical Requirements: Frequent overnight travel required, some trips will be outside of normal business hours 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, 10-key Walking, bending, sitting, reaching and stretching in all directions Benefits & Compensation: Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Employee Wellness Program Company paid holidays, plus PTO Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. *Applications will be accepted until the position is filled

Description

Position Summary: The Certificate Processors are responsible for issuing new and renewal certificates. They review, compile, and deliver information critical to providing exceptional service and business support for commercial lines clients. Supervisory Responsibilities: None Essential Tasks: Responsible for issuing new and renewal certificates for commercial line clients. Provides customer service for insured parties requesting certificates of insurance Reading & interpreting data to compare against policy guidelines Utilizes the agency management system (Applied Epic), spreadsheet software and word processing software to obtain insurance data and issue certificates May review insurance contracts to determine type of certificate and required information Initiates communication with Account Managers and others to obtain information Processes and prints insurance documents Prepares documents for mail Core Competencies: Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail : A strong focus on completing tasks and projects accurately and thoroughly Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completio n: Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboratio n: Willingness to work together with others, promoting teamwork and supporting shared goals Client Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction Dependability : Acknowledgment of the importance of being present and punctual. Creative Thinking : Openness to suggesting new ideas and methods to improve processes and outcome Organizational Skill s: Capability to prioritize tasks and manage multiple projects simultaneously Adaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Location: Remote from anywhere in the Continental United States Experience and Education: High School diploma or equivalent 1-2 years of insurance experience required, commercial lines specific experience preferred Ability to enter, transcribe, store and maintain data electronically Ability to evaluate information against a given standard Ability to work under stress in a high volume environment Licensing and Credentials: Active General Lines or Property & Casualty License required (company will help candidate obtain licensure if needed) Systems: Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable Working knowledge of CSR24 is preferred Physical Requirements: 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, 10-key Walking, bending, sitting, reaching and stretching in all directions Benefits & Compensation: Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity prescription incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Company paid holidays, plus PTO Employee Wellness Program Notice to Recruiters and Staffing Agencies : To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. *Applications will be accepted until the position is filled

Description

Position Summary: The Clinical Health Navigator, RN serves as a trusted clinical resource for employees and their families enrolled in self-funded health plans, helping them navigate complex healthcare decisions and access high-quality, appropriate, and cost-effective care. The Clinical Health Navigator builds ongoing, trust-based relationships with members and provides personalized guidance when healthcare becomes difficult to understand or navigate. The Navigator applies clinical knowledge, healthcare-system expertise, and benefits awareness to help members make informed decisions and overcome barriers to care. Essential Tasks: Guide members through complex healthcare moments. Build direct, trust-based relationships with employees and their families navigating serious diagnoses, high-cost treatments, complex care journeys, or difficult healthcare decisions. Help members understand their clinical situation, available options, and benefits well enough to make informed and confident decisions. Connect members to better care. Identify opportunities for members to access higher-value care, including centers of excellence, independent second opinions, alternative sites of care, specialty pharmacy programs, and other clinical or partner solutions. Personally guide members through the process and help remove barriers to accessing appropriate care. Identify members who need support before situations escalate. Review medical and pharmacy claims data to proactively identify high-cost claimants, emerging complex conditions, significant changes in utilization, and other indicators that a member may benefit from clinical outreach. Develop a thoughtful outreach approach rather than relying solely on referrals. Translate the clinical story behind the claims. Partner closely with the Medical Director to help account teams and benefits consultants understand the clinical realities underlying claims, utilization, and emerging health plan costs. Provide clinical perspective in client conversations when it can meaningfully inform strategy or decision-making. Coordinate across the healthcare ecosystem. Serve as a trusted liaison among members, providers, and the organization's network of care-management vendors, specialty pharmacy programs, centers of excellence, and other healthcare partners. Coordinate communication and follow-through to help ensure that members receive the support and resources they need. Help employers understand emerging clinical and cost drivers. Partner with consulting teams to translate complex clinical situations, utilization patterns, and emerging healthcare trends into clear, practical insights for HR leaders and executives. Partner with the Medical Director on complex cases. Collaborate with the Medical Director when a case requires physician-level clinical judgment, escalation, or additional clinical expertise. Maintain clear professional boundaries and ensure that all member guidance remains within the RN's scope of practice. Document and communicate effectively. Maintain timely, accurate documentation of member interactions, recommendations, outreach, and follow-up activities while protecting member privacy and confidentiality. Required Qualifications: Active, unrestricted Registered Nurse (RN) license. Minimum of five years of clinical nursing experience. Demonstrated experience caring for patients with complex, chronic, catastrophic, or high-acuity conditions. Strong working knowledge of medical terminology, disease processes, treatment pathways, medications, specialty care, and the practical realities of healthcare delivery. Strong understanding of how patients and families navigate providers, health systems, pharmacies, insurance, and other components of the healthcare ecosystem. Exceptional interpersonal and communication skills, with genuine comfort building trust and rapport with people experiencing stressful or high-stakes healthcare situations. Ability to explain complex clinical concepts in clear, accessible language to both members and non-clinical business audiences. Strong critical-thinking and clinical-assessment skills, with the ability to recognize when a situation warrants additional expertise or escalation. Comfort working with medical and pharmacy claims data to identify patterns, prioritize opportunities, and support proactive member outreach. Demonstrated ability to work independently while collaborating effectively with physicians, consultants, account teams, vendors, and other healthcare stakeholders. High degree of professionalism, discretion, empathy, and respect for member privacy and confidentiality. Core Competencies: Leadership: Display leadership skills and ability to motivate fellow employees (If applicable) Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail : A strong focus on completing tasks and projects accurately and thoroughly Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction Dependability: Acknowledgment of the importance of being present and punctual Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: Minimum of five years of clinical nursing experience. Demonstrated experience caring for patients with complex, chronic, catastrophic, or high-acuity conditions. Strong working knowledge of medical terminology, disease processes, treatment pathways, medications, specialty care, and the practical realities of healthcare delivery. Strong understanding of how patients and families navigate providers, health systems, pharmacies, insurance, and other components of the healthcare ecosystem. Exceptional interpersonal and communication skills, with genuine comfort building trust and rapport with people experiencing stressful or high-stakes healthcare situations. Ability to explain complex clinical concepts in clear, accessible language to both members and non-clinical business audiences. Bilingual (Spanish or other) a plus. Licensing and Credentials: Active, unrestricted Registered Nurse (RN) license. Certification such as Certified Case Manager (CCM) or equivalent. Systems: Proficient with Microsoft Office Suite Physical Requirements: 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, 10-key Walking, bending, sitting, reaching, and stretching in all directions Benefits & Compensation: Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Employee Wellness Program Company paid holidays, plus PTO Notice to Recruiters and Staffing Agencies : To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. *Applications will be accepted until the position is filled

Description

Position Summary: The Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Supervisory Responsibilities: None Essential Tasks: Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) Prepares necessary proposals, summaries of insurance and applications, submits them to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses, all in conjunction with Producer Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards Consults, informs and educates audit procedures to clients in conjunction with producer Set priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities Core Competencies: Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goals Client Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction Dependability: Acknowledgment of the importance of being present and punctual. Creative Thinking : Openness to suggesting new ideas and methods to improve processes and outcome Organizational Skills : Capability to prioritize tasks and manage multiple projects simultaneously Adaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: 3-5 years of Commercial Property & Casualty Insurance experience required Licensing and Credentials: Active General Lines or Property & Casualty License required CIC or CISR designation preferred Systems: Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable Physical Requirements: 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, 10-key Walking, bending, sitting, reaching, and stretching in all directions Benefits & Compensation: Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Employee Wellness Program Company paid holidays, plus PTO Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. *Applications will be accepted until the position is filled

Description

Position Summary: The Commercial Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core Competencies: Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail : A strong focus on completing tasks and projects accurately and thoroughly Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goals Client Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction Dependability : Acknowledgment of the importance of being present and punctual. Creative Thinking : Openness to suggesting new ideas and methods to improve processes and outcome Organizational Skills : Capability to prioritize tasks and manage multiple projects simultaneously Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: 2 years of experience in property and casualty servicing required Licensing and Credentials: Active General Lines or Property & Casualty License required CISR and/or CIC preferred Systems: Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable Physical Requirements: 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, 10-key Walking, bending, sitting, reaching and stretching in all directions Benefits & Compensation : Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Employee Wellness Program Company paid holidays, plus PTO Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. *Applications will be accepted until the position is filled

Description

Position Summary: The Commercial Lines Account Executives have leadership/mentorship and advisement responsibilities over Account Managers and their respective books of business/client groups to include gathering information from clients, servicing clients, and setting expectations of timeline for completion of work tasks. Supervisory Skills: None Essential Tasks: Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.), Account Managers, and Client Service Managers Investigates, initiates and prepares necessary summaries of insurance, proposals and applications, submits them to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses, either in conjunction with Producer or independently Demonstrates ability to present proposals to clients with or without assigned Producer Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards Consults, informs, and educates audit procedures to clients. Set priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities Represents the agency in conjunction with producers in handling complaints, arbitrating disputes, or resolving grievances; facilitates a productive and amicable working relationship between clients, agency personnel, and producers; develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business Involved in clients’ loss control visits and subsequent recommendations and/or relevant claims Core Competencies: Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail : A strong focus on completing tasks and projects accurately and thoroughly Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goals Client Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction Dependability : Acknowledgment of the importance of being present and punctual. Creative Thinking : Openness to suggesting new ideas and methods to improve processes and outcome Organizational Skills : Capability to prioritize tasks and manage multiple projects simultaneously Adaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: 8+ years of Commercial Property & Casualty Insurance experience required Licensing and Credentials: Active General Lines or Property & Casualty License required Certified Insurance Counselor (CIC) or equivalent designation required Systems: Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable Location: This office allows for a hybrid work schedule (Mondays and Fridays from home weekly, Tues/Wed/Thurs in office) Physical Requirements: 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, 10-key Walking, bending, sitting, reaching and stretching in all directions Benefits & Compensation: Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Employee Wellness Program Company paid holidays, plus PTO Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. *Applications will be accepted until the position is filled

Description

Position Summary: The Commercial Lines Account Executives have leadership/mentorship and advisement responsibilities over Account Managers and their respective books of business/client groups to include gathering information from clients, servicing clients, and setting expectations of timeline for completion of work tasks. Supervisory Skills: None Essential Tasks: Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.), Account Managers, and Client Service Managers Investigates, initiates and prepares necessary summaries of insurance, proposals and applications, submits them to appropriate insureds and carriers, obtains clients’ signatures on all applications, follows up to ensure timely responses, either in conjunction with Producer or independently Demonstrates ability to present proposals to clients with or without assigned Producer Remarkets, contacts clients and follows up in conjunction with producers, renews policies by agency standards Consults, informs, and educates audit procedures to clients. Set priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities Represents the agency in conjunction with producers in handling complaints, arbitrating disputes, or resolving grievances; facilitates a productive and amicable working relationship between clients, agency personnel, and producers; develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business Involved in clients’ loss control visits and subsequent recommendations and/or relevant claims Core Competencies: Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goals Client Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction Dependability : Acknowledgment of the importance of being present and punctual. Creative Thinking : Openness to suggesting new ideas and methods to improve processes and outcome Organizational Skills : Capability to prioritize tasks and manage multiple projects simultaneously Adaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: 8+ years of Commercial Property & Casualty Insurance experience required Experience related to the Sports & Entertainment space strongly preferred Licensing and Credentials: Active General Lines or Property & Casualty License required Certified Insurance Counselor (CIC) or equivalent designation required Systems: Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Applied Epic experience preferred, but knowledge of similar Agency Management System (AMS) is acceptable Location: Based out of our Sherman Oaks, CA office; role is performed remotely. Candidates should reside in the local area to accommodate periodic in person meetings. Physical Requirements: 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, 10-key Walking, bending, sitting, reaching and stretching in all directions Benefits & Compensation: Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Employee Wellness Program Company paid holidays, plus PTO Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. *Applications will be accepted until the position is filled