Hilb Group · 1 day ago
Personal Lines Account Executive
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Responsibilities
Manage all aspects of client’s personal insurance needs, from information gathering, preparing applications and renewal marketing to policy
Explain coverage for each type of policy, suggest specific coverages needed for portfolio enhancement
Quoting capabilites- coverage changes, increase, decrease in coverages
Identify potential issues and problem solve
Service and manage the insurance needs of assigned accounts
Maintain all client related information, process all insurance transactions
Responsible for agency billing
Identify new coverage opportunities to upsale coverage and lines of business
Balance accounts and maintain retention
Bind coverage within binding authority
Maintain expiration list
Develop positive relationship with carrier representatives and underwriters
Perform thorough renewal analysis
Prepare binders, certificates of insurance, schedules of insurance
Qualification
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Required
Minimum High School degree required
New York Brokers License
A seasoned personal lines representative, who possess excellent oral and written skills for a high paced organization.
Self starter who is able to work in a team environment as well as independently
Must be proficient with knowledge of Chubb and Travelers Insurance
Familiar with E & S carriers
Knowledge of Flood insurance
Knowledge of Builders Risk insurance
Knowledge of writing insurance coverage properties owned by Trusts and LLCs
Preferred
Knowledge of AMS360 and or Image Right a plus
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.
Funding
Current Stage
Late StageTotal Funding
$2B2024-10-31Debt Financing· $2B
2019-10-30Acquired
2015-06-25Private Equity
Recent News
Venture Capital
2024-11-08
Company data provided by crunchbase