Personal Lines Account Manager

The Hilb Group, LLC; Barrington (RI); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Company Life Insurance

Long-Term Disability

Short-Term Disability

Medical Plan

Dental Plan

Vision Plan

FSA/HSA

401(k) Match

Voluntary Benefits

PTO

Great Team

Job summary

The Hilb Group in Barrington, RI is seeking a Personal Lines Account Manager to join our in-office team. This role will manage an assigned book of business, serve as the primary client liaison, handle policy changes, billing, endorsements, and renewals, and collaborate with carriers to optimize client relationships.

Ideal candidates have 3+ years of P&C customer service or sales experience, strong communication and time-management skills, and proficiency with AMS360.

Qualifications

• Minimum High School degree.
• 3+ years of experience in customer service and/or sales in the P&C insurance industry.
• Strong interpersonal skills and ability to effectively communicate via phone or email.
• Superior listening skills and ability to probe customer needs and opportunities through question-based selling and retention techniques.
• Self-directed with good decision making and time management skills.
• Proficient PC skills; knowledge of insurance software including AMS360.

Responsibilities

• Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance.
• Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business.
• Handle billing, service and endorsement requests and process necessary paperwork associated with requested
• Act as liaison between customer and carrier working closely with both to ensure a mutually beneficial relationship.
• Handle renewal/expiration list for assigned book of business, reviewing loss information, obtaining updated information, renewal applications, and negotiating renewal pricing when necessary.
• Maintain knowledge of all company systems and offerings.

Skills

Customer service

Sales

Interpersonal skills

Retention techniques

Education

High School diploma

Tools

AMS360

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 Personal Lines Account Manager to join our team. This position will report to our agency located in either Barrington, RI or Middletown, 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

• Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance
• Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business
• Handle billing, service and endorsement requests and process necessary paperwork associated with requested
• Act as liaison between customer and carrier working closely with both to ensure a mutually beneficial relationship
• Handle renewal/expiration list for assigned book of business, reviewing loss information, obtaining updated information, renewal applications, and negotiating renewal pricing when necessary
• Maintain knowledge of all company systems and offerings

Qualifications

• Minimum High School degree
• 3+ years of experience in customer service and/or sales in the p&c insurance industry
• Strong interpersonal skills and ability to effectively communicate via phone or email
• Superior listening skills and ability to probe customer needs and opportunities through question-based selling and retention techniques
• Self-directed with good decision making and time management skills
• Proficient PC skills; knowledge of insurance software including AMS360

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.