What are the responsibilities and job description for the Personal Lines Account Manager position at Hilb Group?
Overview
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 Cranston, RI. 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:
Be main conduit of communication to the insured and handle day-to-day correspondence with client (email, phone) for standard market accounts.
Use discretion and judgement to interpret policy language and communicate changes in coverage to the insured
Act as the relationship builder with the account
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 and policies and endorsements
Monitor billing and cancellation status of accounts
Generate proof of insurance upon request on behalf of the insured
Use discretion and judgement to direct processing tasks to Account Technicians
Document all correspondence regarding the account in agency management system
Qualifications:
College Degree
Good working knowledge of the computer and the following programs: Microsoft Word, Microsoft Excel, Adobe Acrobat Pro and Internet Explorer
Ability to quickly learn and adapt to new technology and software
Ability to analyze work assignments and know when to ask for assistance in order to complete the 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 own actions and be responsive to coaching from account managers and 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
Prior experience with Vertafore AMS360 (agency management software) preferred
Knowledge and background in insurance preferred
Resident Producer’s License preferred, but not required. Upon hiring associate will be enrolled in licensing program.
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.
