Personal Lines Account Technician - Early Career Development Program jobs in United States
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Hilb Group · 8 hours ago

Personal Lines Account Technician - Early Career Development Program

Hilb Group is seeking an Associate for their Early Career Development Program designed to prepare early-career professionals for long-term roles within the organization. The program provides foundational training in insurance operations and client service while offering hands-on experience across multiple departments.

Customer ServiceFinancial ServicesInsurance

Responsibilities

Participate in a two-week immersive onboarding program covering insurance fundamentals, systems training, workflows, and professional development
Complete licensing coursework and on-line Insurance 101 curriculum within defined timelines
Collaborate with internal teams to support projects and workflow execution
Participate in carrier presentations and training sessions to understand carrier relationships and insurance products
Attend cohort meetings, leadership sessions, and ongoing training throughout the program
Meet defined milestones for licensing, coursework completion, and performance expectations
Learn and support Personal Lines workflows under supervision, including policy processing and service tasks
Generate Auto ID cards, binders, and evidences of insurance as directed
Assist with processing and monitoring direct bill endorsements
Follow up on inspection reports and premium audits as assigned
Monitor cancellation activity related to non-pay or premium finance companies and properly file documentation
Assist insureds with billing questions or payment inquiries when appropriate
Review downloaded policies for accuracy and completeness
Generate renewal letters and other form correspondence as requested
E-file and attach scanned documents, policies, endorsements, and reports in the agency document management system (e.g., ImageRight)
Assist team members with workflow backlogs and task lists as needed
Shadow account managers and service team members to learn best practices in client service

Qualification

Insurance knowledgeMicrosoft Office proficiencyOrganizational skillsCommunication skillsTeamworkAdaptabilityAttention to detailFeedback acceptance

Required

Obtained Bachelor's degree or in progress
Strong interest in insurance, business operations, sales, or client service
Ability to learn and adapt quickly in a fast-paced, professional environment
Working knowledge of Microsoft Word, Excel, Outlook, and other Office applications
Ability to learn new systems and technology efficiently
Strong organizational skills with attention to detail
Ability to follow established procedures and meet deadlines
Professional written and verbal communication skills
Willingness to accept feedback and actively pursue development opportunities
Ability to work independently and as part of a team

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

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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 Stage
Total Funding
$2B
2024-10-31Debt Financing· $2B
2019-10-30Acquired
2015-06-25Private Equity

Leadership Team

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Jason S. Angus
Chief Operating Officer
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Company data provided by crunchbase