Personal Lines Senior Associate Account Manager

The Hilb Group, LLC; Garrett (IN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Life Insurance

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with company match

FSA/HSA

PTO

Job summary

The Hilb Group, LLC in Garrett, IN seeks a Personal Lines Senior Associate Account Manager to join our in-office team. You will serve as the primary liaison between clients and internal teams, manage multiple accounts, and drive client objectives while maintaining regulatory compliance.

You will build long-term relationships, conduct account reviews, identify upsell opportunities, coordinate onboarding, and ensure service delivery meets performance metrics.

Qualifications

• High School diploma required.
• Must be licensed or willing to obtain license.
• Microsoft Office suite experience; AMS360 a plus.
• Multitasking with accuracy is essential.
• Detail oriented; accuracy critical.
• Strong time management; ability to meet deadlines.
• Fast-paced environment experience.

Responsibilities

• Serve as the primary liaison between clients and internal teams.
• Build and maintain long-term relationships with key stakeholders.
• Conduct regular account reviews to assess performance, needs, and opportunities.
• Develop and execute account plans to meet client objectives and company revenue goals.
• Identify upselling and cross-selling opportunities while ensuring regulatory compliance.
• Coordinate onboarding, implementations, and ongoing service delivery.
• Resolve client issues in a timely and professional manner.
• Ensure service levels and performance metrics are met or exceeded.
• Maintain CRM data accuracy and client communications.

Skills

CRM experience

Relationship-building

Strategic thinking

Time management

Multitasking

Data-driven decisions

Cross-functional collaboration

Account management

Education

High School Diploma

Tools

Microsoft Office

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 Senior Associate Account Manager to join our team. This position will report to our agency located in Garrett, IN. 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

• Serve as the primary liaison between clients and internal teams
• Build and maintain long-term, trusted relationships with key stakeholders
• Conduct regular account reviews to assess performance, needs, and opportunities
• Develop and execute account plans to meet client objectives and company revenue goals
• Identify upselling and cross-selling opportunities while maintaining compliance with healthcare regulations
• Coordinate onboarding, implementations, and ongoing service delivery
• Resolve client issues in a timely and professional manner
• Ensure service levels and performance metrics are met or exceeded
• CRM experience (Salesforce or similar platforms)
• Relationship-building and client advocacy
• Strategic thinking and problem-solving
• Ability to manage multiple accounts and priorities
• Data-driven decision making
• Cross-functional collaboration
• Monitor contract utilization, renewals, and expansions

Qualifications

• Minimum High School degree
• Must be licensed or willing to obtain license
• Microsoft suite of products, AMS360 experience a plus.
• Must be able multi-task while maintaining accuracy.
• Must be detailed oriented. Accuracy in this position is critical.
• Must have strong time management skills. Able to prioritize and meet deadlines.
• Must be able to work in a fast-paced environment.

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.