Commercial Lines Account Manager

Posted 3 Days Ago
Be an Early Applicant
2 Locations
In-Office
75K-80K Annually
Entry level
Insurance
The Role
Manage day-to-day client communication and relationships for commercial insurance accounts, process policy changes and renewals, coordinate with carriers and producers, prepare renewal marketing, handle billing/invoicing, generate proof of insurance, document account activity, and supervise Account Technicians as needed.
Summary Generated by Built In

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Commercial Lines Account Manager to join our team. This position will report to our agency located in Southborough, MA. Can also sit in our Northampton or E Longmeadow, MA locations. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a hybrid position, working 3 days in-office. 
Responsibilities:

  • Be main conduit of communication to insured and handle day-to-day correspondence with client (email, phone) for commercial accounts 

  • Use discretion and judgement to interpret policy language and communicate changes in coverage to the insured  

  • Act as the relationship builder with the account  

  • Communicate with carriers and insured to respond to their questions and/or issues 

  • Investigate audit discrepancies and explain them to insured and/or producer  

  • Understand the insured’s business/operations

  • Process policy changes as directed by producer or insured. Review endorsement documents issued by carrier for accuracy and forward to insured

  • Communicate risk control recommendations from carrier to the insured, follow-up with insured on completion and update carrier 

  • Update producer as necessary, but minimally at renewal time  

  • Take responsibility for managing all aspects of the policy renewal process and communicate the requirements to both the insured and producer 

  • Prepare renewal marketing submissions and supplemental information needed for producers and insureds as needed.

  • Market renewals when requested/needed

  • Quality check all renewals – advise producer of material changes found on renewals or differences between quotes and policies and endorsements 

  • Invoice all agency-bill policies ensuring the correct commission splits are entered in the agency management system 

  • Monitor billing and cancellation status of accounts 

  • Generate proof of insurance upon request on behalf of the insured 

  • Use discretion and judgement to direct processing tasks to Account Technicians 

  • Document all correspondence regarding the account in agency management system  

  • Any other function as established/directed by management

Qualifications:

  • College degree preferred.

  • Good working knowledge of Microsoft Windows and the following programs: Microsoft Word, Microsoft Excel, Adobe Acrobat Pro, and Microsoft Outlook 

  • Ability to quickly learn and adapt to new technology and software 

  • Ability to respond promptly and efficiently to requests from clients and internal team members 

  • Prepare professional form letters, write clearly, edit work for spelling and grammar, ability to read and interpret written information 

Benefits: 

  • Compensation: $75,000-$80,000/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

Skills Required

  • College degree
  • Good working knowledge of Microsoft Windows, Word, Excel, Adobe Acrobat Pro, and Outlook
  • Ability to quickly learn and adapt to new technology and software
  • Ability to respond promptly and efficiently to client and internal requests
  • Prepare professional form letters, write clearly, and edit work for spelling and grammar; read and interpret written information

Hilb Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Hilb Group and has not been reviewed or approved by Hilb Group.

  • Strong & Reliable Incentives Base pay and commission compare favorably to nearby agencies or prior employers in certain markets and roles.
  • Retirement Support The 401(k) program is frequently praised, with the match described as good.
  • Wellbeing & Lifestyle Benefits Work-from-home flexibility consistently stands out as a top perk and is often highlighted as part of the overall package.

Hilb Group Insights

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The Company
HQ: Richmond, VA
319 Employees
Year Founded: 2009

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.

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