Personal Lines Account Technician - Early Career Development Program

Hilb Group • Cranston, RI

4d

About The Position

The Early Career Development Program Associate participates in a six-month structured training and development program designed to prepare early-career professionals for long-term roles within the organization. This position provides foundational training in insurance operations, systems, workflows, and client service while supporting multiple departments through hands-on, supervised work. The Associate will complete licensing coursework, gain exposure to Property & Casualty operations, and work closely with experienced team members to develop the skills necessary to transition into a client-facing or support role upon program completion. Program Overview: During the program, responsibilities may include, but are not limited to: Participate in a two-week immersive onboarding program covering insurance fundamentals, systems training, workflows, and professional development Complete licensing coursework and on-line Insurance 101 curriculum within defined timelines Collaborate with internal teams to support projects and workflow execution Participate in carrier presentations and training sessions to understand carrier relationships and insurance products Attend cohort meetings, leadership sessions, and ongoing training throughout the program Meet defined milestones for licensing, coursework completion, and performance expectations Learn and support Personal Lines workflows under supervision, including policy processing and service tasks Generate Auto ID cards, binders, and evidences of insurance as directed Assist with processing and monitoring direct bill endorsements Follow up on inspection reports and premium audits as assigned Monitor cancellation activity related to non-pay or premium finance companies and properly file documentation Assist insureds with billing questions or payment inquiries when appropriate Review downloaded policies for accuracy and completeness Generate renewal letters and other form correspondence as requested E-file and attach scanned documents, policies, endorsements, and reports in the agency document management system (e.g., ImageRight) Assist team members with workflow backlogs and task lists as needed Shadow account managers and service team members to learn best practices in client service

Requirements

• Obtained Bachelor's degree or in progress
• Strong interest in insurance, business operations, sales, or client service
• Ability to learn and adapt quickly in a fast-paced, professional environment
• Working knowledge of Microsoft Word, Excel, Outlook, and other Office applications
• Ability to learn new systems and technology efficiently
• Strong organizational skills with attention to detail
• Ability to follow established procedures and meet deadlines
• Professional written and verbal communication skills
• Willingness to accept feedback and actively pursue development opportunities
• Ability to work independently and as part of a team

Responsibilities

• Participate in a two-week immersive onboarding program covering insurance fundamentals, systems training, workflows, and professional development
• Complete licensing coursework and on-line Insurance 101 curriculum within defined timelines
• Collaborate with internal teams to support projects and workflow execution
• Participate in carrier presentations and training sessions to understand carrier relationships and insurance products
• Attend cohort meetings, leadership sessions, and ongoing training throughout the program
• Meet defined milestones for licensing, coursework completion, and performance expectations
• Learn and support Personal Lines workflows under supervision, including policy processing and service tasks
• Generate Auto ID cards, binders, and evidences of insurance as directed
• Assist with processing and monitoring direct bill endorsements
• Follow up on inspection reports and premium audits as assigned
• Monitor cancellation activity related to non-pay or premium finance companies and properly file documentation
• Assist insureds with billing questions or payment inquiries when appropriate
• Review downloaded policies for accuracy and completeness
• Generate renewal letters and other form correspondence as requested
• E-file and attach scanned documents, policies, endorsements, and reports in the agency document management system (e.g., ImageRight)
• Assist team members with workflow backlogs and task lists as needed
• Shadow account managers and service team members to learn best practices in client service

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees