Note: The job is a remote job and is open to candidates in USA. Hilb Group is a company that values its associates and promotes a culture of high performance and professional development. They are currently seeking a motivated Personal Lines Account Manager to handle communication with clients, manage insurance policies, and market new business opportunities. This role requires strong organizational skills and the ability to work well within a team.
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
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!
Company Overview