Personal Lines Account Manager

Summary

Hilb Group is a company that values its associates and promotes a service-driven culture. They are seeking a motivated Personal Lines Account Manager to handle client correspondence, manage accounts, and ensure effective communication regarding insurance policies.

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

Skills

• 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

Qualifications

Must Haves

• 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!