Commercial Lines Account Technician

SBO Southborough; Southborough (MA); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and FSA/HSA plans

401(k) with company match

Generous PTO

Company‑Paid Life Insurance

Long‑Term and Short‑Term Disability

Job summary

SBO Southborough is looking for a motivated Commercial Lines Account Technician to join their team in Southborough, MA. The position requires excellent organizational skills and teamwork in an in-office environment.

Key responsibilities include generating proof of insurance, processing policies, and monitoring cancellation statuses. Candidates should have a Bachelor's Degree and proficiency in Microsoft Office tools, along with a commitment to continuous development.

This role offers a competitive salary of $60,000–$65,000 annually and a comprehensive benefits package including medical, dental, and life insurance.

Qualifications

• Ability to quickly learn and adapt to new technology and software.
• Prepare professional form letters with clear writing and good grammar.
• Strive for continuous training and development opportunities.

Responsibilities

• Generate Proof of Insurance and process policies.
• Monitor carrier/premium finance company cancellation status.
• Update data schedules in agency management system.

Skills

Excellent working knowledge of Microsoft Word

Excellent working knowledge of Microsoft Excel

Excellent working knowledge of Adobe Acrobat Pro

Ability to analyze work assignments

Ability to respond promptly to departmental needs

Education

Bachelor’s Degree or equivalent

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, 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 per 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, 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 actively supports and complies with all applicable federal, state, and local anti‑discrimination laws. We have a zero‑tolerance policy for all forms of harassment in violation of federal, state, and local laws.