Commercial Lines Account Manager

Hilb Group; Putnam (CT); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with company match

Paid Time Off

Life Insurance

Disability Insurance

FSA/HSA

Employee assistance

In-office position

Pet benefits

Job summary

The Hilb Group, LLC in Putnam, CT is seeking a Commercial Lines Account Manager to manage a dedicated book of business. You will respond to client inquiries, process policy changes, and renewals, and provide quotes while maintaining strong client relationships.

The ideal candidate is well organized, capable of prioritizing tasks, and thrives in a team environment. This is an in-office position with competitive compensation and benefits.

Qualifications

• High School Degree or equivalent is required.
• Proficiency with Word, Excel, Adobe Acrobat Pro and Internet Explorer is required.
• Ability to learn new technology and software.
• Strong organizational and time-management skills.
• Ability to respond promptly to departmental needs and provide quality service.
• Ability to prioritize, complete tasks accurately and on time.

Responsibilities

• Handle a dedicated book of business.
• Respond to client inquiries via phone, email, or in-person regarding policies, coverages, billing, and claims.
• Process policy changes, endorsements, cancellations, and renewals accurately and promptly.
• Provide quotes/remarket existing policies when appropriate.
• Build and maintain strong client relationships through professional, friendly service.
• Review coverage and policy details with clients to ensure proper protection.
• Identify cross-sell opportunities and refer to producers.
• Maintain accurate and organized client records within the agency management system.
• Assist with policy renewals by reviewing accounts for coverage needs.

Skills

Attention to detail

Strong communication

Team collaboration

Adaptability

Education

High School Degree or Equivalent

Tools

Microsoft Word

Microsoft Excel

Adobe Acrobat Pro

Internet Explorer

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 Commercial Lines Account Manager to join our team. This position will report to our agency located in Putnam, CT. 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:

• Handle a dedicated book of business.

• Respond to client inquiries via phone, email, or in-person regarding policies, coverages, billing, and claims.

• Process policy changes, endorsements, cancellations, and renewals accurately and promptly.

• Provide quotes/remarket existing policies when appropriate.

• Build and maintain strong client relationships through professional, friendly service.

• Review coverage and policy details with clients to ensure proper protection.

• Identify cross-sell opportunities and refer to producers.

• Maintain accurate and organized client records within the agency management system.

• Assist with policy renewals by reviewing accounts for coverage needs.

Qualifications:

• High School Degree or Equivalent

• Excellent 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 in order to complete the assignments in a timely manner

• Ability to respond promptly to departmental needs and solicit feedback to improve service

• 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 manager

• Strive to continuously pursue training and development opportunities to build knowledge and skills

Benefits:

• Compensation: $65,000 - $70,000/yr.

• 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!