Account Manager - Personal Lines

SER SE Regional Center; New York (NY); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Company Paid Life Insurance

Long-Term Disability

Short-Term Disability

Medical, Dental, Vision

401(k) with company match

PTO

Voluntary benefits including Critical-

Disability Insurance

Hospital Indemnity

Pet benefits

Job summary

Hilb Group is seeking a motivated Personal Lines Account Manager to join our Williston Park or Staten Island, NY agency. This hybrid role focuses on owning an assigned book, servicing client needs, and coordinating with carriers to optimize renewal pricing.

The ideal candidate has at least 3 years of P&C insurance customer service or sales, strong communication, and proficiency with AMS360. A High School degree is required.

Qualifications

• Minimum high school degree required.
• 3+ years of customer service and/or sales in the P&C insurance industry.
• Strong interpersonal and communication skills via phone or email.
• Proficient with AMS360 or similar insurance software.

Responsibilities

• Proactively manage an assigned book of business as primary client relationship manager.
• Handle inquiries on insurance coverages, policy changes and related questions.
• Process billing, service, endorsements and paperwork.
• Liaise between customer and carrier to ensure mutual benefit.
• Review renewal/expiration lists and negotiate renewal pricing where needed.
• Maintain knowledge of company systems and offerings.

Skills

Customer service experience

Sales experience

Communication skills

Time management

Education

High School degree

Tools

AMS360

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 Personal Lines Account Manager to join our team. This position will report to our agency located in Williston Park or Staten Island, 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 a hybrid position.

Responsibilities

• Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance
• Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business
• Handle billing, service and endorsement requests and process necessary paperwork associated with requested
• 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

Qualifications

• Minimum High School degree
• 3+ years of experience in customer service and/or sales in the p&c insurance industry
• Strong interpersonal skills and ability to effectively communicate via phone or email
• Superior listening skills and ability to probe customer needs and opportunities through question-based selling and retention techniques
• Self-directed with good decision making and time management skills
• Proficient PC skills; knowledge of insurance software including AMS360

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!

Compensation

• $65,000-$75,000/yr.

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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