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H
Higginbotham
Commercial Lines Account Manager
Career Insights for Insurance Sales Agent (General)
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Based on Louisiana data
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What they do
An Insurance Sales Agent sells insurance to customers, working on behalf of an insurance company or independent insurance agent. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. May specialize in one line of insurance such as life insurance. May provide first point of contact for customers filing insurance claims.
$52,145 / year median in Louisiana
+10% projected growth
Job 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 responsibilitiesCore Competencies:
Ability toAnalyze and Solve Problems:
Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention toDetail:
A strong focus on completing tasks and projects accurately and thoroughlyCommunication Skills:
Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiencesTimely Task Completion:
Ability to finish tasks and projects efficiently, managing resources and priorities effectivelyTeam Collaboration:
Willingness to work together with others, promoting teamwork and supporting shared goalsClient Focus:
Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfactionDependability:
Acknowledgment of the importance of being present and punctual.Creative Thinking:
Openness to suggesting new ideas and methods to improve processes and outcomeOrganizational Skills:
Capability to prioritize tasks and manage multiple projects simultaneouslyAdaptability:
Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environmentExperience and Education:
3-5 years of Commercial Property & Casualty Insurance experience requiredLicensing and Credentials:
Active General Lines or Property & Casualty License requiredSystems:
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptablePhysical 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 directionsBenefits & 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 toRecruiters 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 (https://www.eeoc.gov/poster) notice from the Department of Labor.Benefits
- Paid Time Off (PTO)
- 401(k) Plans
- Health and Wellness Programs
- Health Insurance