Personal Lines Senior Associate Account Manager

FTW Fort Wayne; United States; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Company Paid Life Insurance

Medical, Dental, Vision and FSA/HSA

401(k) with company match

Generous PTO

Disability Insurance

Job summary

Hilb Group is seeking a Personal Lines Senior Associate Account Manager to join our Garrett, IN team in an in-office capacity. You will serve as the primary liaison between clients and internal teams, build trusted relationships, and lead account plans to hit client objectives and revenue goals.

The role emphasizes upselling opportunities, cross-selling while staying compliant with healthcare regulations, onboarding, and ongoing service delivery across multiple accounts.

Qualifications

• Minimum High School degree.
• Must be licensed or willing to obtain license.
• Microsoft suite familiarity; AMS360 experience a plus.
• Ability to multi-task while maintaining accuracy.
• Detail-oriented with strong time-management skills.
• Able to prioritize and meet deadlines in a fast-paced environment.

Responsibilities

• Serve as the primary liaison between clients and internal teams.
• Build and maintain long-term relationships with key stakeholders.
• Conduct 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 promptly and professionally.
• Monitor service levels and performance metrics.

Skills

Relationship management

Account management

Cross-selling

CRM

Strategic thinking

Education

High School diploma

Tools

AMS360

Salesforce

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.

Founded in 2009, Hilb Group is a Top 25 middle-market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, human resources consulting, and retirement services to businesses and individuals throughout the nation. Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity, and growth drive our actions to benefit every client.