Account Management Assistant

HCS Hilb Group of New York; Village of Williston Park (NY); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Life Insurance

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

401(k) match

Paid Time Off

Job summary

The Hilb Group is seeking an Account Management Assistant to join our Williston Park, NY office. This in-office role supports Personal Lines Account Managers with policy servicing, renewals, endorsements, and billing queries.

Ideal candidates have a NY Broker License, 5 years of personal lines experience, and strong compliance and communication skills. Office-based position with growth opportunities and competitive benefits.

Qualifications

• Active NY Property & Casualty Broker License required.
• High School Diploma required; Associate's or Bachelor's degree preferred.
• Minimum of 5 years of Personal Lines insurance experience in an agency environment.
• Strong knowledge of personal lines coverages, policy servicing, and carrier procedures.
• Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
• Experience with AMS360 and ImageRight is preferred.
• Excellent organizational, time management, and prioritization skills.
• Strong attention to detail with a high degree of accuracy.
• Ability to manage multiple priorities in a fast-paced environment.
• Effective problem-solving and critical-thinking skills.
• Strong verbal and written communication skills.
• Ability to work independently and collaboratively as part of a team.
• Demonstrated commitment to confidentiality and professionalism.
• Motivated with a willingness to learn and adapt to changing business needs.

Responsibilities

• Partner with Personal Lines Account Managers to support servicing and retention of personal insurance accounts.
• Process policy transactions, including endorsements, renewals, cancellations, and reinstatements.
• Process vehicle additions, deletions, and other automobile policy changes.
• Issue automobile identification cards.
• Prepare and issue insurance binders.
• Prepare certificates and evidence of insurance as requested.
• Assist with billing inquiries and resolve billing-related issues.
• Review policy documents for accuracy and assist in identifying coverage discrepancies.
• Maintain accurate client records and documentation within agency management systems.
• Ensure assigned tasks are completed accurately and within established service standards.
• Communicate effectively with carriers and internal team members to support account servicing needs.
• Follow agency procedures and carrier guidelines to ensure compliance and accuracy.
• Participate as a collaborative team member in a fast-paced environment focused on continuous improvement and operational excellence.

Skills

Verbal communication

Written communication

Organization

Time management

Attention to detail

Problem solving

Multitasking

Team collaboration

Confidentiality

Education

High School Diploma

Associate's degree

Bachelor's degree

Tools

AMS360

ImageRight

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

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 Account Management Assistant to join our team. This position will report to our agency located in Williston Park, NY. 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 in-office position.

Responsibilities

• Partner with Personal Lines Account Managers to support the servicing and retention of personal insurance accounts.
• Process policy transactions, including endorsements, renewals, cancellations, and reinstatements.
• Process vehicle additions, deletions, and other automobile policy changes.
• Issue automobile identification cards.
• Prepare and issue insurance binders.
• Prepare certificates and evidence of insurance as requested.
• Assist with billing inquiries and resolve billing-related issues.
• Review policy documents for accuracy and assist in identifying coverage discrepancies.
• Maintain accurate client records and documentation within agency management systems.
• Ensure assigned tasks are completed accurately and within established service standards.
• Communicate effectively with carriers and internal team members to support account servicing needs.
• Follow agency procedures and carrier guidelines to ensure compliance and accuracy.
• Participate as a collaborative team member in a fast-paced environment focused on continuous improvement and operational excellence.

Qualifications

• Active NY Property & Casualty Broker License required.
• High School Diploma required; Associate's or Bachelor's degree preferred.
• Minimum of 5 years of Personal Lines insurance experience in an agency environment.
• Strong knowledge of personal lines coverages, policy servicing, and carrier procedures.
• Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
• Experience with AMS360 and ImageRight is preferred.
• Excellent organizational, time management, and prioritization skills.
• Strong attention to detail with a high degree of accuracy.
• Ability to manage multiple priorities in a fast-paced environment.
• Effective problem-solving and critical-thinking skills.
• Strong verbal and written communication skills.
• Ability to work independently and collaboratively as part of a team.
• Demonstrated commitment to confidentiality and professionalism.
• Motivated with a willingness to learn and adapt to changing business needs.

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 include Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity protection, and Pet benefits.
• Generous PTO.

An awesome team of professionals!

Compensation

$60,000+ annually, depending on experience and qualifications.

Equal Opportunity Employer

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.

About Hilb Group

Founded in 2009, Hilb Group is a Top 25 middle-market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, human resources consulting, and retirement services to businesses and individuals throughout the nation. Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity, and growth drive our actions to benefit every client.