Personal Lines Account Manager

Claremont NH, United StatesHybridFull-timePosted 3mo ago

Job description

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:

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.

Job details are sourced from the employer's original posting.

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About the company

The Hilb Group

The Hilb Group is a leading national insurance brokerage and consulting firm. They are committed to providing exceptional service and fostering a culture of high performance and professional development for their associates.

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Industry: Insurance
Open roles: 28