Commercial Lines Associate Account Manager

SBO Southborough; Southborough (MA); On-site; USD 55,000 - 60,000; Full time

Benefits offered by this job

Company-paid life insurance

401(k) with company match

Generous paid time off

Job summary

Hilb Group is looking for a motivated Commercial Lines Associate Account Manager to join our Southborough, MA team. Responsibilities include generating Proof of Insurance and managing client policies. The ideal candidate should have a strong understanding of insurance and proficiency in Microsoft programs.

This role offers a salary range of $55,000-$60,000 and includes comprehensive benefits such as medical, dental, and 401(k) with a company match.

Qualifications

• High school or college degree required.
• Excellent working knowledge of Microsoft Word and Excel.
• Ability to quickly learn and adapt to new technology.

Responsibilities

• Generate Proof of Insurance and related documents.
• Process policies and maintain client files.
• Update data schedules in the agency management system.

Skills

Excellent working knowledge of Microsoft Word

Excellent working knowledge of Microsoft Excel

Ability to analyze work assignments

Professional writing and editing skills

Ability to learn new technology

Prior experience with Vertafore agency management software

Knowledge of insurance

Education

High school or college degree

Tools

Adobe Acrobat Pro

Internet Explorer

Job description

Job Summary

Hilb Group is currently seeking a motivated and ambitious Commercial Lines Associate Account Manager to join our team in Southborough, MA. The ideal candidate will be organized, able to prioritize, and work well with a team in an in‑office setting.

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

• High school 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, and read and interpret written information
• Perform all job requirements, consistently producing quality work, completing tasks accurately and on time, prioritizing and planning work assignments, and using time efficiently to meet productivity standards and commitments
• Take responsibility for own actions and be responsive to coaching from account managers and the 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

• Salary: $55,000‑$60,000 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 paid time off

Equal Opportunity Statement

Hilb Group is an equal‑opportunity employer. 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.