Commercial Lines Account Technician

The Hilb Group, LLC; Southborough (MA); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Salary: $60,000-$65,000 per year

Company Paid Life Insurance

Long-Term and Short-Term Disability

Medical, Dental, Vision and FSA/HSA

401(k) with company match

Critical Illness, Accident Insurance,

Hospital Indemnity and Supplemental

Legal and Identity Protection

Pet benefits

Generous PTO

Awesome team of professionals!

Job summary

The Hilb Group, LLC in Southborough, MA is seeking a Commercial Lines Account Technician to support policy processing, certificate issuance, and client servicing in an in-office role.

The position emphasizes organized work ethic, teamwork, and reliability, with a salary range of $60,000 to $65,000 per year and comprehensive benefits including life insurance, disability, medical plans, a 401(k) match, and generous PTO.

Qualifications

• Bachelor’s Degree or equivalent required.
• Proficient with Word, Excel, Acrobat Pro; strong file management.
• Able to learn new software quickly.
• Strong written and verbal communication.
• Organized, team player, attention to detail.

Responsibilities

• Generate Proof of Insurance (Certificates, EPI’s, Binders, AutoID cards)
• Process policies: e-file/attach to client file, policy check, and process original copy for delivery to the insured
• Process and monitor direct bill endorsements
• Process direct bill audits
• Monitor carrier/premium finance company cancellation status and activity.
• Generate form letters
• Order MVRs
• Order loss runs
• Update data schedules (location, driver, named insured, etc.) in agency management system
• E-filing/attaching of scanned documents
• E-filing/attaching of online reports, policies, endorsements, cancellation warnings
• Data entry projects as needed

Skills

Adaptability

Analytical thinking

Time management

Communication

Team player

Education

Bachelor’s 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 Technician to join our team. This position will report to our agency located in Southborough, MA. 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:

• Generate Proof of Insurance (Certificates, EPI’s, Binders, AutoID cards)

• Process policies: e-file/attach to client file, policy check, and process original copy for delivery to the insured

• Process and monitor direct bill endorsements

• Process direct bill audits

• Monitor carrier/premium finance company cancellation status and activity.

• Generate form letters

• Order MVRs

• Order loss runs

• Update data schedules (location, driver, named insured, etc.) in agency management system

• E-filing/attaching of scanned documents

• E-filing/attaching of online reports, policies, endorsements, cancellation warnings

• Data entry projects as needed

Qualifications:

• Bachelor’s 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

• 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 manager

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

Benefits:

• Salary: $60,000-$65,000/ year

• 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.