Personal Lines Account Manager

CPC Cranston P&C; Cranston (RI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Company Paid Life Insurance

Medical, Dental, Vision plans

401(k) with company match

Generous PTO

Job summary

The Hilb Group is seeking a motivated Personal Lines Account Manager for its Cranston, RI office. This in-office role involves managing client communications, market proposals, and ensuring policy compliance.

In addition to excellent organizational skills, the ideal candidate will be proficient in Microsoft Office and have strong communication abilities. Benefits include company-paid life insurance, medical plans, and a 401(k) with company match.

Qualifications

• Good working knowledge of Microsoft Office programs.
• Ability to learn new technology quickly.
• Excellent communication and analytical skills.

Responsibilities

• Handle day-to-day correspondence with clients.
• Interpret policy language and communicate changes.
• Market new business and prepare proposals.
• Negotiate between insurers and clients.
• Quality check policy renewals and endorsements.

Skills

Microsoft Word

Microsoft Excel

Adobe Acrobat Pro

Internet Explorer

Communication skills

Problem-solving

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.

Position Overview

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 Cranston, RI. The ideal candidate will be motivated to succeed, be well organized, able to prioritize, and able to work well with a team. This is an in-office position.

Responsibilities

• Be main conduit of communication to the insured and handle day-to-day correspondence with client (email, phone) for standard personal lines accounts.
• Use discretion and judgement to interpret policy language and communicate changes in coverage to the insured.
• Act as the relationship builder with the account.
• Market new business and prepare proposals for referral prospects.
• Re-market existing policies as necessary due to non-renewal or to obtain more competitive pricing and/or coverage for insured.
• Solicit cross-sale opportunities on each account: Auto, Home & Umbrella lines of business.
• Negotiate between carriers and insured to respond to their questions and/or issues.
• Review and process all policy endorsements.
• Be accountable for all aspects of the renewal management process, including agency invoicing when necessary.
• Quality check all renewals – advise client of material changes found on renewals or differences between quotes and policies and endorsements.
• Monitor billing and cancellation status of accounts.
• Generate proof of insurance upon request on behalf of the insured.
• Document all correspondence regarding the account in agency management system.
• Any other function as established/directed by management.

Qualifications

• Good 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 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 other team members and department manager.
• Strive to continuously pursue training and development opportunities to build knowledge and skills.

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.

Equal Opportunity

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.