Personal Lines Senior Associate Account Manager

SER SE Regional Center; United States; Sur place; USD 70 000 - 95 000; Plein temps

Avantages offerts par ce poste

Company Paid Life Insurance

Long-Term and Short-Term Disability

Medical, Dental, Vision and FSA/HSA

401(k) with company match

Voluntary benefits including Critical/

Disability and other protections

Résumé du poste

Hilb Group in Garrett, IN seeks a Personal Lines Senior Associate Account Manager for an in-office role. You will serve as the primary liaison between clients and internal teams, build lasting relationships, and conduct regular account reviews to align with client goals and company revenue targets.

The position emphasizes upselling opportunities while ensuring regulatory compliance and high service standards.

Qualifications

• Minimum High School degree.
• Must be licensed or willing to obtain license.
• MS Office and AMS360 experience a plus.

Responsabilités

• 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 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.
• Cross-functional collaboration to monitor contract utilization, renewals, and expansions.

Connaissances

CRM experience

Relationship building

Account management

Data-driven decisions

Team collaboration

Formation

High school diploma

Outils

AMS360

Salesforce

Microsoft Office

Description du poste

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.