Commercial Lines Account Manager

GIS Gerardi Insurance; United States; On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Company Paid Life Insurance

Medical, Dental, Vision coverage

401(k) with company match

Generous PTO

Job summary

GIS Gerardi Insurance is seeking a Commercial Lines Account Manager to manage a dedicated book of business at their agency in Putnam, CT. This in-office role focuses on building strong client relationships and addressing inquiries about policies and claims.

The ideal candidate should have a High School Degree, proficiency in Microsoft applications, and a commitment to continuous improvement. The position offers a competitive salary and comprehensive benefits including medical coverage and a 401(k) plan.

Qualifications

• Respond promptly to client inquiries via phone, email, or in-person.
• Build and maintain strong client relationships through friendly service.
• Analyze work assignments and seek assistance when needed.

Responsibilities

• Handle a dedicated book of business.
• Process policy changes, endorsements, cancellations, and renewals.
• Assist with policy renewals by reviewing accounts for coverage needs.

Skills

Client relationship management

Policy management

Microsoft Office skills

Adaptability to new technology

Education

High School Degree or Equivalent

Tools

Microsoft Word

Microsoft Excel

Adobe Acrobat Pro

Internet Explorer

Job description

Overview

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.