Account Manager - Personal Lines

Hilb Group • Staten Island, NY

7d • Hybrid

About The Position

Hilb Group is seeking a motivated and ambitious Personal Lines Account Manager to join its team. The role reports to the agency located in Williston Park or Staten Island, New York, and is hybrid. The ideal candidate is motivated to succeed, well organized, able to prioritize, and able to work well with a team. The Account Manager proactively manages an assigned book of business as the primary client relationship manager, handling account servicing and maintenance, insurance inquiries, policy changes, billing and service requests, endorsements, and renewal activities. The role also works closely with customers and carriers and maintains knowledge of company systems and offerings.

Requirements

• Minimum high school degree.
• At least 3 years of experience in customer service and/or sales in the property and casualty insurance industry.
• Strong interpersonal skills and ability to communicate effectively by phone or email.
• Superior listening skills and ability to identify customer needs and opportunities through question-based selling and retention techniques.
• Self-directed, with good decision-making and time-management skills.
• Proficient PC skills and knowledge of insurance software, including AMS360.

Responsibilities

• Proactively manage an assigned book of business as the primary client relationship manager, with responsibility for overall account servicing and maintenance.
• Handle inquiries regarding insurance coverages, policy changes, and general insurance questions related to lines of business.
• Handle billing, service, and endorsement requests, and process associated paperwork.
• Act as a liaison between customers and carriers, working with both to support a mutually beneficial relationship.
• Manage the renewal and expiration list for the assigned book of business, including reviewing loss information, obtaining updated information and renewal applications, and negotiating renewal pricing when necessary.
• Maintain knowledge of all company systems and offerings.

Benefits

• Company-paid life insurance.
• Long-term and short-term disability coverage.
• 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