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Hilb Group · 1 month ago

Personal Account Manager

Middletown RI

Full-time

Hybrid

Mid Level

Hilb Group is a service-driven company that values career and professional development. They are seeking a motivated Personal Account Manager to manage personal lines clients, maintain and grow client relationships, and communicate effectively with insured clients.

Customer ServiceFinancial ServicesInsurance

Responsibilities

Manage book of personal lines clients providing service to maintain and grow the book

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

Participate as a Team member in a fast-paced, growing sales environment open to continuous improvement

Qualification

Insurance LicenseMicrosoft SuiteAMS360 ExperienceMulti-taskingAttention to DetailTime ManagementTeam CollaborationFast-paced Environment Adaptability

Required

Must be licensed or willing to obtain license

Microsoft suite of products

Must be able multi-task while maintaining accuracy

Must be detailed oriented. Accuracy in this position is critical

Must have strong time management skills. Able to prioritize and meet deadlines

Must be able to work in a fast-paced environment

Preferred

AMS360 experience 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.

Founded in 2009