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Hilb Group · 4 hours ago

Commercial 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 currently seeking a motivated and ambitious Commercial Lines Account Manager to manage communication with clients, handle policy changes, and oversee the renewal process for commercial accounts.

Customer ServiceFinancial ServicesInsurance

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/operation including:

All exposures including property owned, products made, questionable drivers etc

Follow losses as year progresses and understand trends and reasons for losses

Get early indication if experience is deteriorating and get prepared to market renewal

Process policy changes as directed by the producer or the insured. Review endorsement documents issued by the carrier for accuracy and forward to the 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

Prepare renewal marketing submission for producer as needed. All accounts being marketed to carriers will include at a minimum:

Completed application(s) and any required supplemental applications

Updated statement of values

An explanation of the operation(s) of the account

Listing of positive attributes of the account

Statement as to expected pricing

Recently valued loss runs – account manager responsible for obtaining

The date we expect/need the carrier to give us their proposal

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

Take responsibility for managing all aspects of the policy renewal process and communicate the requirements to both the insured and producer

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

Qualification

Professional Insurance DesignationProducer LicenseMicrosoft ExcelMicrosoft WordTime ManagementTeam CollaborationAdaptabilityCommunication Skills

Required

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

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

Willingness to ask for assistance to improve service and complete the assignments in a timely manner

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

Producer license in resident state

At least one Professional Insurance Designation (AAI, ACSR, CIC, CPCU, CISR, ARM, CRM)

High School Diploma

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