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Hilb Group · 1 day ago

Associate Account Manager

King of Prussia, PA

Full-time

Onsite

New Grad, Entry Level

Hilb Group is a company that values its associates and promotes a high-performance culture. They are currently seeking a motivated and ambitious Associate Account Manager to join their team, responsible for managing client requests, issuing certificates of insurance, and ensuring compliance with insurance requirements.

Customer ServiceFinancial ServicesInsurance

Responsibilities

Review requests for certificates and issue the COI on the same day as requested

If the certificate requires additional forms (NOC, specific A/I, etc.)

Endorse the policy in AMS and attach your request to the underwriter

Set a Suspense activity to follow up in 3 days

If an insured does not comply with the insurance requirements

Issue the COI with the current coverages and advise the insured and the Account Manager of the deficiencies. Ask the insured if they would like quotes for the additional coverages/limits

If the insured declines additional quotes – confirm receipt of email and advise client to have final contract amended to reflect the insurance changes

If the request includes an Indemnification section forward to the Account Manager to review

All incoming carrier correspondence (policies, endorsements, audits, notices, etc.) whether via email or paper, save in IR under correct policy

Check endorsements for accuracy and invoice and send to insured

Process audits and send to Acct Mgr to review

Save the policy in IR

Save the policy in the appropriate Policy Folder in InsurLink

Send the policy to Angela Adams Consulting (AAC) for preliminary policy check

Update Monday.com to reflect when policy is received, sent to AAC, and received back from AAC

Save the completed policy reviews from AAC in IR

During the course of the policy term save all Endorsements and Audits in InsurLink in the appropriate folder

Monday.com - Complete tasks due for the month on each account

Auto ID cards – generate ID cards and send PDF to Account Manager. Make sure to number the cards on the PDF if the insured has specific unit numbers

Send PDF to Administrative Assistant to print and mail

Certificates – “Distribute” each master certificate. Work Comp Claim Cards – coordinate with the Account Manager as to whether the insured receives cards and if they should be laminated or not

Claim cards are issued for certain clients and when the carrier has changed

Qualification

LicensedAttention to detailWritten communicationVerbal communicationPrioritizationSelf-motivatedTeam collaboration

Required

Highschool or GED required

Must be licensed

Independent and self-motivated thinker and ability to thrive in a fast-paced environment

Strong written & verbal skills

Strong attention to detail and ability to prioritize

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