Account Manager

Hilb Group • Staten Island, NY

11d

About The Position

The Hilb Group is seeking a motivated and ambitious Personal Lines Account Manager to manage clients’ personal insurance needs. The role is based at an agency in Auburn, Pelham, or Uniondale, NY; Staten Island, NY; or Williston Park, NY, and is hybrid or remote. The ideal candidate is organized, able to prioritize, team-oriented, and motivated to succeed in a fast-paced environment.

The Account Manager gathers client information, prepares applications and renewal marketing, administers policies, explains coverage options, recommends coverage enhancements, and resolves customer inquiries. The role also involves maintaining strong professional relationships with clients, their representatives, and insurance company personnel; accurately maintaining electronic account records and files; and processing rewrites, endorsements, cancellations, and renewals. The position participates as part of a team in a growing sales environment focused on continuous improvement.

Requirements

• High school degree or GED.
• New York State Personal Lines license.
• At least three years of personal insurance experience.
• At least five years of Personal Insurance industry experience, as stated in the customer service qualification.
• Experience with personal middle-market carriers such as Travelers, Hanover, Utica, and Plymouth Rock, and high-net-worth carriers such as Chubb, PURE, Berkley One, and Cincinnati.
• Exceptional aptitude for customer service.
• Ability to thrive in a fast-paced environment.
• Upbeat attitude and strong written, verbal, and organizational skills.
• Excellent time management and problem-solving skills, attention to detail, and ability to prioritize.
• Proficiency with Microsoft Office and AMS.

Responsibilities

• Manage all aspects of clients’ personal insurance needs, including information gathering, application preparation, renewal marketing, and policy administration.
• Explain coverages and types of policies, suggest specific coverage enhancements, and resolve general customer inquiries.
• Develop and maintain professional relationships with clients, their representatives, and insurance company personnel.
• Maintain electronic client account records and file documentation accurately and efficiently.
• Process rewrites, endorsements, cancellations, and renewals.
• Participate as a team member in a fast-paced, growing sales environment open to continuous improvement.

Benefits

• Company-paid life insurance, long-term disability, and short-term disability.
• Medical, dental, and vision plans.
• FSA/HSA plans.
• 401(k) with company match.
• Voluntary benefits including critical illness, accident insurance, hospital indemnity, supplemental life insurance, legal and identity protection, and pet benefits.
• Generous PTO.
• An awesome team of professionals.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED