Hilb Group · 3 hours ago
Commercial Lines Associate Account Manager
Hilb Group is a service-driven organization that values its associates as its greatest asset. They are seeking a motivated and ambitious Commercial Lines Associate Account Manager to join their team, responsible for managing insurance policies and ensuring efficient processing and documentation.
Customer ServiceFinancial ServicesInsurance
Responsibilities
Generate Proof of Insurance (Certificates, EPI’s, Binders, AutoID cards)
Process policies: e-file/attach to client file, policy check, and process original copy for delivery to the insured
Process and monitor direct bill endorsements
Process direct bill audits
Monitor carrier/premium finance company cancellation status and activity
Generate form letters
Order MVRs
Order loss runs
Update data schedules (location, driver, named insured, etc.) in agency management system
E-filing/attaching of scanned documents
E-filing/attaching of online reports, policies, endorsements, cancellation warnings
Data entry projects as needed
Qualification
Required
Highschool or college degree
Excellent 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 in order 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 account managers and department manager
Strive to continuously pursue training and development opportunities to build knowledge and skills
Preferred
Prior experience with Vertafore agency management software preferred
Knowledge and background in insurance preferred
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
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