Personal Lines Account Manager

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.
• Maintain and 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.