Commercial Lines Associate Account Manager

The Hilb Group, LLC; Cranston, Northern (RI, KY); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Company Paid Life Insurance

Disability Insurance

Medical, Dental, Vision

FSA/HSA plans

401(k) with company match

PTO

Job summary

The Hilb Group, LLC is hiring a Commercial Lines Associate Account Manager based in Cranston, RI. This in-office role emphasizes organization, teamwork, and timely processing of certificates, policies, endorsements, and billing.

A strong focus on client service and accuracy is required to support insureds and carriers. Ideal candidates have a high school or college degree and can quickly learn Vertafore agency management software.

Qualifications

• High school or college degree required.
• Proficiency in MS Word and Excel; prior experience with Adobe Acrobat Pro and browsers.
• Ability to learn new software quickly and work well in a team.

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 in agency management system.
• E-filing/attaching scanned documents and online reports.

Skills

Attention to detail

Customer service mindset

Time management

Team collaboration

Education

High school or college degree

Tools

Microsoft Word

Microsoft Excel

Adobe Acrobat Pro

Internet Explorer

Vertafore agency management software

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 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
• 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!

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.

Founded in 2009, Hilb Group is a Top 25 middle-market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, human resources consulting, and retirement services to businesses and individuals throughout the nation. Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity, and growth drive our actions to benefit every client.