Personal Lines Senior Associate Account Manager

Posted Yesterday
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Garrett, IN, USA
In-Office
Senior level
Insurance
The Role
Manages personal lines insurance accounts, serving as the primary client liaison, maintaining relationships, conducting account reviews, coordinating onboarding and service delivery, resolving issues, and identifying renewal, upselling, and cross-selling opportunities. The role monitors contracts, performance metrics, and service levels while managing multiple priorities, maintaining accuracy, and ensuring compliance with applicable regulations.
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 Senior Associate Account Manager to join our team. This position will report to our agency located in Garrett, IN. 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:

  • Serve as the primary liaison between clients and internal teams

  • Build and maintain long-term, trusted relationships with key stakeholders

  • Conduct regular account reviews to assess performance, needs, and opportunities

  • Develop and execute account plans to meet client objectives and company revenue goals

  • Identify upselling and cross-selling opportunities while maintaining compliance with healthcare regulations

  • Coordinate onboarding, implementations, and ongoing service delivery

  • Resolve client issues in a timely and professional manner

  • Ensure service levels and performance metrics are met or exceeded

  • CRM experience (Salesforce or similar platforms)

  • Relationship-building and client advocacy

  • Strategic thinking and problem-solving

  • Ability to manage multiple accounts and priorities

  • Data-driven decision making

  • Cross-functional collaboration

  • Monitor contract utilization, renewals, and expansions

Qualifications:

  • Minimum High School degree

  • Must be licensed or willing to obtain license

  • Microsoft suite of products, AMS360 experience a plus.

  • Must be able multi-task while maintaining accuracy.

  • Must be detailed oriented. Accuracy in this position is critical.

  • Must have strong time management skills. Able to prioritize and meet deadlines.

  • Must be able to work in a fast-paced environment.

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
  • Must be licensed or willing to obtain the required license
  • Proficiency with Microsoft Office products
  • Ability to multitask while maintaining accuracy
  • Strong attention to detail
  • Strong time management and prioritization skills
  • Ability to work in a fast-paced environment
  • AMS360 experience

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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