Account Manager (Client Service)

HUMMEL GROUP INC•Middlebury, IN

51d•Onsite

About The Position

The Personal Lines Account Manager builds and retains strong client relationships by delivering exceptional service and support throughout the client lifecycle. The role may be part of the Client Care Specialists team or collaborate closely with Account Executives or Risk Advisors, supporting clients while taking on greater responsibilities over time. The position is based at Hummel Group Middlebury in Middlebury, Indiana. It is a full-time role requiring a high school diploma or equivalent. The work takes place in a general office environment and may include occasional travel to meet with clients and insurance company underwriters. The position may provide access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). Employees must comply with HIPAA privacy, security, and confidentiality requirements and agency policies.

Requirements

High school diploma or equivalent.
Active Property & Casualty Insurance License, which must be maintained.
Valid driver's license with an insurable driving record.
Caring, client-focused approach.
Professionalism and responsiveness under pressure.
Strong relationship-building skills.
Excellent verbal and written communication abilities.
Attention to detail and accuracy.
Strong organizational and time management skills.
Problem-solving and critical-thinking capabilities.
Ability to prioritize multiple tasks in a fast-paced environment.
Commitment to teamwork and collaboration.
Continuous learning mindset and dedication to professional growth.

Nice To Haves

Previous insurance, customer service, or account management experience.
CISR or CISR Elite designation, or pursuit of an industry designation.

Responsibilities

Serve as a primary point of contact for personal lines clients, providing prompt, professional, and caring service.
Create a positive client experience during every interaction.
Welcome and assist clients who visit the office and handle incoming client calls.
Manage client relationships independently and collaboratively with Risk Advisors and/or Account Executives.
Review client accounts during interactions to ensure coverage remains current and appropriate.
Assist clients with policy changes, billing inquiries, coverage questions, and other service requests.
Explain policy provisions, coverages, exclusions, and insurance concepts to clients.
Obtain quotes for new and existing personal lines coverages.
Meet or exceed agency turnaround-time standards for client requests and policy servicing.
Identify potential coverage gaps, exposures to loss, and opportunities to improve client protection.
Provide backup to sales and claims staff as needed.
Comply with HIPAA privacy, security, and confidentiality requirements and agency policies when handling PHI and ePHI.