Position Summary: The Account Production Manager position was established to aid in growing and maintaining a Managing Director’s book of business.
Supervisory Responsibilities: None
Essential Tasks:
Responsibilities related to Existing Accounts:
- Help gather exposure updates and applications for renewals.
- Track and ensure service timeline items are completed.
- Manage daily task tracker of ongoing follow up items.
- Verify renewals are booked and items issued (COI, auto ID cards, etc).
- Track claims submitted to the claims department and aid with quality control.
- Aid in marketing strategy for renewals. Help evaluate incumbent and alternative markets.
- Track account details: coverage in place, coverage opportunities, and cross-sell data.
- Track client retention initiatives: events (Colonial, hunting, lunch, etc), birthday email, gifts, etc.
Responsibilities related to New Business:
- Help coordinate new business marketing efforts (documents to marketer, underwriting conversations, coverage review, etc).
- Aid in efforts to drive new business (Private Equity, Franchise, Habitational, Public Sector, Real Estate, Program development, etc).
- Ensure marketing timeline is established and submitted to Day 2 team.
- Center of Influence development – help further relationships with targeted COI’s
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:
- Minimum of 7 years of experience in insurance sales or servicing role.
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 is an in office role in Austin, TX
- Hybrid schedule allowed (3 days in office, 2 days from home) - 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 & 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