Personal Lines Account Manager

4 weeks ago

Cranston, United States Hilb Group Full time

Overview:
**Responsibilities**:

- Use discretion and judgement to interpret policy language and communicate changes in coverage to the insured.
- Act as the relationship builder with the account.
- Re-market existing policies as necessary due to non-renewal or to obtain more competitive pricing and/or coverage for insured.
- Solicit cross-sale opportunities on each account Auto, Home & Umbrella lines of business.
- Negotiate between carriers and insured to respond to their questions and/or issues.
- Review and process all policy endorsements.
- Be accountable for all aspects of the renewal management process, including agency invoicing when necessary.
- Quality check all renewals - advise client of material changes found on renewals or differences between quotes and policies and endorsements
- Monitor billing and cancellation status of accounts.
- Generate proof of insurance upon request on behalf of the insured
- Use discretion and judgement to direct processing tasks to Account Technicians
- Document all correspondence regarding the account in agency management system.

**Qualifications**:

- College Degree
- Good 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 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 managers.
- Strive to continuously pursue training and development opportunities to build knowledge and skills.
- Prior experience with Vertafore AMS360 (agency management software)
- Knowledge and background in insurance
- Resident Producer’s License preferred, but not required. Upon hiring associate will be enrolled in licensing program.

**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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