The Role
The Personal Lines Account Manager will manage accounts, correspond with clients, negotiate coverage, and market new business while ensuring compliance with established procedures.
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 Personal Lines Account Manager to join our team. This position will report to our any of our Northern NE agencies. 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 remote position.
Responsibilities:
Responsibilities:
- Be the main conduit of communication to the insured and handle day-to-day correspondence with client (email, phone) for standard personal lines accounts.
- Use discretion and judgment to interpret policy language and communicate changes in coverage to the insured
- Act as the relationship builder with the account
- Market new business and prepare proposals for referral prospects
- Re-market existing policies as necessary due to non-renewal or to obtain more competitive pricing and/or coverage for insured
- Solicit cross-sale opportunities on each account Auto, Home & Umbrella lines of business
- Negotiate between carriers and insured to respond to their questions and/or issues
- Review and process all policy endorsements
- Be accountable for all aspects of the renewal management process, including agency invoicing when necessary.
- Quality check all renewals – advise client of material changes found on renewals or differences between quotes, policies and/or endorsements
- Monitor billing and cancellation status of accounts
- Generate proof of insurance upon request on behalf of the insured
- Document all correspondence regarding the account in agency management system
Qualifications:
- Prior experience with Vertafore products/AMS360 (agency management software)
- Insurance Producer License
- Knowledge and background in insurance
- Good working knowledge of the computer and the following programs: Microsoft Suite, Adobe Acrobat Pro, Web Conferencing platforms
- Ability to quickly learn and adapt to new technology and software
Ability to analyze work assignments and know when to ask for assistance to complete assignments in a timely manner - Ability to respond promptly to departmental needs and solicit feedback to improve service
- Prepare professional form letters, write clearly, edit work for spelling and grammar, ability to read and interpret written information
- Perform all job requirements, consistently produce quality work, complete tasks accurately and on time, prioritize and plan work assignments, use time efficiently to meet productivity standards and commitments
- Take responsibility for one's own actions and be responsive to coaching from other team members and the department manager
- Strive to continuously pursue training and development opportunities to build knowledge and skills
- Understand and follow established Hilb Group procedures
- Understand Hilb Group Employee Handbook
Benefits:
- 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
Adobe Acrobat Pro
Ams360
Microsoft Suite
Vertafore Products
Web Conferencing Platforms
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The Company
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.
