Responsibilities:
- Support assigned producers by placing and processing new business, account development, and renewal retention.
- Pre-Qualify new business. Review, analyze, and submit applications following agency marketing guidelines
- Review and order renewals according to agency procedures. Investigate company non-renewals and coordinate with insured and Producer(s) to re-market
- Prepare proposals and applications, submit to insureds and carriers (or marketing department); follow up to insure timely responses
- Assist clients in making appropriate coverage changes; inform and educate clients about coverage, exclusions, exposures, and
- audits; document electronic file accordingly
- Provide technical support to Producer(s) to include survey policy coverage and identify cross-selling and upgrading opportunities
- Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to ensure clients/prospects understanding of clients/prospects understanding of coverage
- Renew and re-market accounts as needed in conjunction with Producer(s) and agency standards
- Assist in design of insurance plans for clients. Visit key clients in person.
Qualifications:
- Education– College level coursework preferred
- Certification–Licensed Property and Casualty Agent
- Experience–Minimum of five years’ experience with at least three in property and casualty.
- Complete knowledge of insurance practices and procedures of the agency and industry.
- Excellent prioritization skills, friendly, positive attitude willingness to help others; excellent verbal and written skills; professional telephone manner; ability to establish effective relationships with all staff and the general public; ability to work on highly detailed work under pressure and timelines.
- Advanced computer proficiency
- Ability to quickly learn automation including agency management system. Prior experience on Vertafore AMS and Image Right a plus.
- Proficient in Excel
Benefits:
- Compensation: $60,000-$70,000/yr.
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals!
The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.
Top Skills
What We Do
Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.
