Sign upLog in
Account Management Jobs in Fort Worth, TX

Personal Lines Sr. Account Manager - Sports & Entertainment

Higginbotham Insurance Agency

Fort Worth, TX

Apply
JOB DETAILS
SKILLS
10-key (Tenkey) Numeric Keypad, Communication Skills, Continuous Improvement, Customer Relations, Customer Training, Detail Oriented, Develop and Maintain Customers, Epic Systems, Establish Priorities, Health Informatics, Health Maintenance, Insurance, Insurance Sales, Lift/Move 25 Pounds, Marketing, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Needs Assessment, Organizational Skills, Physical Demands, Prescription Drugs, Problem Solving Skills, Process Improvement, Project/Program Management, Proposal Development, Reconciliation, Recruiting/Staffing Agency, Resolve Customer Issues, Resource Management, Sales, Sales Management, Sports, Team Player, Time Management, Track Customer Issues, Underwriting
LOCATION
Fort Worth, TX
POSTED
1 day ago
Position Summary: The Personal Lines Insurance Senior Account Manager will be responsible for managing client's current insurance coverages, marketing new and renewal business, and rounding out client accounts. In addition to client relationships, an Account Manager also maintains positive relationships with internal and external stakeholders.

Supervisory Responsibilities: None

Essential Tasks:
  • Assisting the Personal Lines Sales Producer in maintaining the client's insurance policies
  • Acts with independent discretion and autonomy. Attends client meetings and influences decision-making on behalf of the insured.
  • Represents the firm in a professional manner through appearance, communication style, and demeanor
  • Preparing endorsements to send to the insurance carriers
  • Assisting with cancellations of policies
  • Educates clients about coverages and make recommendations as needed to meet client insurance needs
  • Handles renewals and remarkets as needed. Develop proposals and may present to clients.
  • Handles or refers insured's questions or delegates to appropriate team member
  • Actively refers clients to Benefits and Commercial Lines departments for solicitation of new business
  • Maintains detailed customer records in the agency management systems (Applied EPIC and CSR 24)
  • Maintains healthy working relationship with underwriters, carriers and other stakeholders
  • On occasion, may work with Accounting Department to reconcile accounting discrepancies
  • Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current
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:
  • 5-8 years of Personal Line Insurance experience required
Licensing and Credentials:
  • Active General Lines or Property & Casualty License required
  • Designations strongly preferred (i.e. CIC, CPRIA)
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

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

About the Company

H

Higginbotham Insurance Agency

Resume Resources

Free Resume TemplatesFree Resume Builder

Similar Job Searches

Account Specialist Jobs in Fort Worth, TXAccount Executive Jobs in Fort Worth, TXAccount Manager Jobs in Coppell, TXAccount Manager Jobs in Farmers Branch, TXAccount Manager Jobs in Arlington, TXAccount Manager Jobs in Grand Prairie, TXRemote Sales JobsEntry Level Sales Jobs