Personal Lines Account Manager

Hilb Group; Barrington (RI); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Company paid life insurance

Medical, dental, vision and FSA/HSA

401(k) with company match

Voluntary benefits including Critical/

PTO and a great team

Job summary

Hilb Group is seeking a motivated Personal Lines Account Manager to join our team in an in-office role located in Barrington, RI or Middletown, RI. The ideal candidate will excel in client relationship management, servicing, and sales within the P&C insurance space.

You will manage an assigned book of business, handle policy inquiries, endorsements, and billing, and coordinate between customers and carriers to secure favorable renewals and pricing.

Qualifications

• High School diploma required.
• 3+ years of experience in customer service and/or sales in the P&C insurance industry.
• Strong interpersonal and communication skills; ability to engage via phone or email.
• Proficient with AMS360 or similar insurance software.
• Self-directed with good decision making and time management.

Responsibilities

• Proactively manage an assigned book of business as the primary client relationship manager for account servicing and maintenance.
• Handle inquiries regarding coverages, policy changes, and general insurance questions across lines of business.
• Process billing, service, and endorsement requests and related paperwork.
• Act as liaison between customer and carrier to ensure a mutual relationship.
• Review renewal/expiration lists, obtain updated information, and negotiate renewal pricing when needed.
• Maintain knowledge of company systems and offerings.

Skills

Customer service

Sales

Interpersonal skills

Communication

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.