Personal Lines Account Manager

Posted 2 Days Ago
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Waller, TX, USA
In-Office
Mid level
Insurance
The Role
Manage an assigned personal lines book of business: serve as primary client contact, handle policy changes, billing, endorsements, renewals, liaise with carriers, and maintain system knowledge.
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 agency located in Waller, TX. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position.

Responsibilities:

  • Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance

  • Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business

  • Handle billing, service and endorsement requests and process necessary paperwork associated with requested

  • Act as liaison between customer and carrier working closely with both to ensure a mutually beneficial relationship

  • Handle renewal/expiration list for assigned book of business, reviewing loss information, obtaining updated information, renewal applications, and negotiating renewal pricing when necessary

  • Maintain knowledge of all company systems and offerings

Qualifications:

  • Minimum High School degree

  • 3+ years of experience in customer service and/or sales in the p&c insurance industry

  • Strong interpersonal skills and ability to effectively communicate via phone or email

  • Superior listening skills and ability to probe customer needs and opportunities through question-based selling and retention techniques

  • Self-directed with good decision making and time management skills

  • Proficient PC skills; knowledge of insurance software including AMS360

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.

Skills Required

  • Minimum High School degree
  • 3+ years of experience in customer service and/or sales in the p&c insurance industry
  • Strong interpersonal skills and ability to effectively communicate via phone or email
  • Superior listening skills and ability to probe customer needs and opportunities through question-based selling and retention techniques
  • Self-directed with good decision making and time management skills
  • Proficient PC skills; knowledge of insurance software including AMS360

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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