Jobs · Finance · Connecticut

Commercial Lines Account Manager

Hilb Group · Putnam, CT · 3 wk ago
Finance$65k–$70k/yrFull-time

Responsibilities

  • Handle a dedicated book of business.
  • Respond to client inquiries via phone, email, or in-person regarding policies, coverages, billing, and claims.
  • Process policy changes, endorsements, cancellations, and renewals accurately and promptly.
  • Provide quotes/remarket existing policies when appropriate.
  • Build and maintain strong client relationships through professional, friendly service.
  • Review coverage and policy details with clients to ensure proper protection.
  • Identify cross-sell opportunities and refer to producers.
  • Maintain accurate and organized client records within the agency management system.
  • Assist with policy renewals by reviewing accounts for coverage needs.

Qualifications

  • High School Degree or Equivalent.
  • Excellent 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.
  • 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.

Pay

$65,000 - $70,000/yr.

Schedule

In-office position.

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.

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