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Hilb Group · 5 hours ago

Personal Lines Account Manager

Peterborough, NH

Full-time

Onsite

Mid Level

Hilb Group is a company that values its associates and promotes a service-driven culture. They are seeking a motivated and ambitious Personal Lines Account Manager to handle day-to-day correspondence with clients and manage personal lines accounts.

Customer ServiceFinancial ServicesInsurance

Responsibilities

Be main conduit of communication to the insured and handle day-to-day correspondence with client (email, phone) for standard personal lines 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

Market new business and prepare proposals for referral prospects

Re-market existing policies as necessary due to non-renewal or to obtain more competitive pricing and/or coverage for insured

Solicit cross-sale opportunities on each account Auto, Home & Umbrella lines of business

Negotiate between carriers and insured to respond to their questions and/or issues

Review and process all policy endorsements

Be accountable for all aspects of the renewal management process, including agency invoicing when necessary

Quality check all renewals – advise client of material changes found on renewals or differences between quotes and policies and endorsements

Monitor billing and cancellation status of accounts

Generate proof of insurance upon request on behalf of the insured

Document all correspondence regarding the account in agency management system

Qualification

Vertafore products/AMS360Insurance Producer LicenseKnowledge in insuranceMicrosoft WordMicrosoft ExcelAdobe Acrobat ProTime managementCommunication skillsTeam collaborationAdaptability

Required

Good working knowledge of the computer and the following programs: Microsoft Word, Microsoft Excel, Adobe Acrobat Pro and Internet Explorer

Ability to quickly learn and adapt to new technology and software

Ability to analyze work assignments and know when to ask for assistance to complete the assignments in a timely manner

Ability to respond promptly to departmental needs and solicit feedback to improve service

Prepare professional form letters, write clearly, edit work for spelling and grammar, ability to read and interpret written information

Perform all job requirements, consistently produce quality work, complete tasks accurately and on time, prioritize and plan work assignments, use time efficiently to meet productivity standards and commitments

Take responsibility for own actions and be responsive to coaching from other team members and department manager

Strive to continuously pursue training and development opportunities to build knowledge and skills

Prior experience with Vertafore products/AMS360 (agency management software)

Insurance Producer License

Knowledge and background in insurance

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!

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