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Company

Hilb Group · 5 days ago

Personal Lines Account Manager

Roseland, NJ

Full-time

Remote

Mid Level

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Responsibilities

Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance.

Develop and maintain strong, long-term relationships with clients and insurance carriers.

Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to all personal lines of business.

Handle service and endorsement requests and process necessary paperwork associated with requests.

Act as liaison between customer and carrier working closely with both to ensure a mutually beneficial relationship.

Handle renewal/expiration list for assigned book of business, reviewing loss information, obtaining updated information, renewal applications, and negotiating renewal pricing when necessary.

Maintain knowledge of all company systems and offerings

Communicate professionally with key stakeholders both internal and external via phone, email, video, and audio conferencing.

Provide insights and recommendations for improving client satisfaction and retention.

Build clients through referrals

Maintain accurate client files and documentation as required.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

P&C LicenseHigh Net Worth Carrier experienceAMS360 experienceMicrosoft Office SuiteDemonstrated reliability

Required

High school diploma required

P&C License in NY/NJ

High Net Worth Carrier experience

Strong interpersonal skills

Demonstrated reliability

Must be proficient user of the Microsoft Office suite, specifically Outlook, Word, and Excel

Preferred

AMS360 experience preferred but not required

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.

Company

Hilb Group

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency.

Founded in 2009