Personal Lines Account Manager

4 weeks ago

Roseland, United States Hilb Group Full time

Overview:

Grow With Us At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Personal Lines Account Manager to join our team. This position will report to our agency located in Roseland, NJ. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an-office position.

Responsibilities:

  • Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance.
  • Develop and maintain strong, long-term relationships with clients and insurance carriers.
  • Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to all personal lines of business.
  • Handle service and endorsement requests and process necessary paperwork associated with requests.
  • Act as liaison between customer and carrier working closely with both to ensure a mutually beneficial relationship.
  • Handle renewal/expiration list for assigned book of business, reviewing loss information, obtaining updated information, renewal applications, and negotiating renewal pricing when necessary.
  • Maintain knowledge of all company systems and offerings
  • Communicate professionally with key stakeholders both internal and external via phone, email, video, and audio conferencing.
  • Provide insights and recommendations for improving client satisfaction and retention.
  • Build clients through referrals
  • Maintain accurate client files and documentation as required.

Qualifications:

  • Personal insurance P&C license required. Experience in servicing clients personal insurance needs. Producer license in resident state
  • Prior experience working with HNW accounts and carrier markets
  • Bachelors Degree or equivalent preferred
  • Knowledge and background in insurance
  • Exceptional problem-solving, analysis, time management skills, communication skills, self-sufficient, and initiative-taker.
  • Customer focused with the ability to build and maintain relationships.
  • Detail-oriented with strong organizational skills.
  • Comfortable with communicating professionally with internal and external stakeholders via phone, email, video, and audio conferencing.
  • Ability to work in a fast-paced environment and comfortable with starting and stopping projects to assist with urgent requests.

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

The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.

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