Commercial Lines Associate Account Manager

Hilb Group; Cranston (RI); On-site; USD 48,000 - 62,000; Full time

Benefits offered by this job

Company Paid Life Insurance

Medical, Dental, Vision and FSA/HSA

401(k) with match

Voluntary benefits including Critical,

Job summary

Hilb Group in Cranston, RI is seeking a Commercial Lines Associate Account Manager for an in-office role. You will support policy processing, certificates, endorsements, and data updates in the agency system while delivering responsive service to clients.

The ideal candidate is organized, detail oriented, and able to collaborate with a team. Prior insurance exposure is helpful, and Vertafore experience is a plus.

Qualifications

• Highschool or college degree required.
• Ability to learn and adapt to new technology and software.
• Excellent computer skills with Word, Excel, Adobe Acrobat Pro and IE.
• Ability to analyze tasks and seek help when needed.
• Strong written/spoken communication and data entry accuracy.
• Reliable, organized, and able to meet deadlines.
• Prior experience with Vertafore agency management software preferred.
• Knowledge of insurance industry preferred.

Responsibilities

• Generate Proof of Insurance (Certificates, EPI’s, Binders, AutoID cards).
• Process policies: e-file/attach to client file, policy check, and deliver original copy to insured.
• Handle direct bill endorsements and audits.
• Monitor cancellations with carriers/premium finance.
• Create form letters and order MVRs/loss runs.
• Update data in agency management system; attach scanned docs.
• E-file/attach online reports, policies, endorsements, and cancellation warnings.
• Perform data entry projects as needed.

Skills

Attention to detail

Organizational skills

Prioritization

Teamwork

Communication

Data entry

Education

High school or college degree

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 Associate Account Manager to join our team. This position will report to our agency located in Cranston, RI. 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:

• Highschool or college degree
• 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 servicePrepare 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
• Prior experience with Vertafore agency management software preferred
• Knowledge and background in insurance preferred

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!

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.