Commercial Lines Account Manager

Hilb GroupEast Longmeadow, MA
$75,000 - $80,000Hybrid

About The Position

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Commercial Lines Account Manager to join our team. This position will report to our agency located in Southborough, MA. Can also sit in our Northampton or E Longmeadow, MA locations. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a hybrid position, working 3 days in-office.

Requirements

  • College degree preferred.
  • Good working knowledge of Microsoft Windows and the following programs: Microsoft Word, Microsoft Excel, Adobe Acrobat Pro, and Microsoft Outlook
  • Ability to quickly learn and adapt to new technology and software
  • Ability to respond promptly and efficiently to requests from clients and internal team members
  • Prepare professional form letters, write clearly, edit work for spelling and grammar, ability to read and interpret written information

Responsibilities

  • Be main conduit of communication to insured and handle day-to-day correspondence with client (email, phone) for commercial accounts
  • Use discretion and judgement to interpret policy language and communicate changes in coverage to the insured
  • Act as the relationship builder with the account
  • Communicate with carriers and insured to respond to their questions and/or issues
  • Investigate audit discrepancies and explain them to insured and/or producer
  • Understand the insured’s business/operations
  • Process policy changes as directed by producer or insured.
  • Review endorsement documents issued by carrier for accuracy and forward to insured
  • Communicate risk control recommendations from carrier to the insured, follow-up with insured on completion and update carrier
  • Update producer as necessary, but minimally at renewal time
  • Take responsibility for managing all aspects of the policy renewal process and communicate the requirements to both the insured and producer
  • Prepare renewal marketing submissions and supplemental information needed for producers and insureds as needed.
  • Market renewals when requested/needed
  • Quality check all renewals – advise producer of material changes found on renewals or differences between quotes and policies and endorsements
  • Invoice all agency-bill policies ensuring the correct commission splits are entered in the agency management system
  • Monitor billing and cancellation status of accounts
  • Generate proof of insurance upon request on behalf of the insured
  • Use discretion and judgement to direct processing tasks to Account Technicians
  • Document all correspondence regarding the account in agency management system
  • Any other function as established/directed by management

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.
  • An awesome team of professionals!
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