Commercial Lines Account Production Manager

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