Account Manager - Personal Lines

Hilb Group • Auburn, NY

11d • $65,000 - $75,000 • Hybrid

About The Position

The Hilb Group is seeking a motivated and ambitious Personal Lines Account Manager to join its team. The position is based at one of the company’s agencies in Auburn, Harrison, Staten Island, or Williston Park, New York, and is hybrid. The successful candidate will be organized, able to prioritize, work well with a team, and thrive in a fast-paced environment.

The Account Manager manages clients’ personal insurance needs, including gathering information, preparing applications, marketing renewals, and administering policies. The role also involves explaining coverage and policy types, recommending coverage enhancements, responding to customer inquiries, maintaining client relationships and electronic account records, and processing policy changes and renewals. The position is part of a growing sales environment that encourages continuous improvement and professional development.

Requirements

• New York State Personal Lines license.
• At least three years of personal insurance experience.
• At least five years of Personal Insurance industry experience, as specified 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, strong 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, preparing applications, renewal marketing, and policy administration.
• Explain coverages and policy types, suggest specific coverage enhancements, and resolve general customer inquiries.
• Develop and maintain professional relationships with clients, their representatives, and insurance company personnel.
• Maintain accurate electronic client account records and file documentation while processing rewrites, endorsements, cancellations, and renewals.
• Participate as a team member in a fast-paced, growing sales environment that is open to continuous improvement.

Benefits

• Company-paid life insurance, long-term disability, and short-term disability.
• Medical, dental, and vision plans, and 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.
• Professional development and career development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed