3 Personal Lines Account Manager (Hickok & Boardman Insurance Group) Jobs in Montpelier, VT
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Acrisure LLC is Hiring a Personal Lines Account Manager (Hickok & Boardman Insurance Group) Near Montpelier, VT
Hickok & Boardman Insurance Group is an established agency. We are 200 years old! We’re dedicated to providing the best service to our clients, our carriers, our employees, and our communities. Our employees describe us as “supportive of employees both personally and professionally”. We are often referred to as the “H&B Family” because of our positive atmosphere and exceptional teamwork.
- Council prospective clients for the purpose of examining current coverage and determining insurance needs.
- Prepare quotes for customers and prospects.
- Anticipate future needs for established client to renew and upgrade accounts.
- Handle phone calls from clients and companies regarding insurance and policy changes, council on coverage gaps, recommend any changes in coverage that appear necessary or desirable, account round, and comply with requests.
- Update computer for cancellations and reinstatements. Obtain reason for cancellation and document system. Input past due notices into activities.
- Prepare personal lines renewal applications or issue renewals as required, includes processing on agency management system.
- Underwrite new and renewal business, including documentation such as MVRs, loss history, inspection reports, appraisals, ITVs, etc.
- Ensure complete company submission of application(s) photos, appraisals, etc., for policy issuance.
- Input customer applications into the agency management system from the carrier rating applications.
- Maintain a suspense system to follow up on outstanding orders, correspondence, reports and follow up on overdue and suspense items.
- Attend all Personal Lines meetings as required.
- Scanning, attaching, and download retrieval on a daily basis.
- Provide backup assistance when a co-worker is out.
- Be familiar with and follow agency E&O guidelines.
- Promote agency and insurance industry in the community.
- Develop positive long-term relationships with clients, underwriters and company personnel.
- Actively pursue relevant CE courses and achievement of a designation by the end of year three.
- Participate in seminars and other training for knowledge and skill development.
- Some training of other employees may be required.
- Provide backup in other areas as assigned.
- Perform other duties and special projects at Management’s request.
- Help develop efficiencies in automation in a paperless environment reducing or eliminating paper flow.
- Stay abreast of trends, products, pricing, and competitive markets. Have working knowledge of all agency and company changes procedures.
- High School Diploma or the recognized equivalent is required
- 2 years’ experience in Commercial Property & Casualty Insurance preferred
- Must be willing to secure Vermont Property & Casualty Insurance Producer’s License
- Possess strong administrative and computing skills, including Microsoft Office (Word, Excel, and Outlook)
- Applied Epic Agency Management experience preferred but not required.
- Must have the ability to pay close attention to detail, respond to multiple requests effectively and to delegate work efficiently to support staff.
- Must have the ability to read, understand, and interpret policy language, change requests, claims, loss experiences and quotes.
- Must have the skills to orally and in writing communicate issues, requests, and general information clearly to all involved parties as needed.
- Self-motivated and driven
- Demonstrate effective problem solving with minimal assistance
- Demonstrates excellent time management and prioritization skills
- Attention to detail and commitment to a high level of accuracy
- The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
- Ability to maintain a professional demeanor and positive attitude
- Moderate stress due to regular deadlines and daily challenges
- High finger dexterity while typing documents and forms
- Occasionally lift up to 20lbs.
- Work is done in a temperature-controlled, non-smoking office.
- The noise level in the work environment is usually moderate
- This position can be a hybrid position (office and home)
Job Summary
Full Time
Insurance
$77k-101k (estimate)
02/19/2023
07/13/2023
acrisure.com
GRAND RAPIDS, MI
1,000 - 3,000
2003
Private
GREGORY L WILLIAMS
$1B - $3B
Insurance
Related Companies
About Acrisure LLC
Acrisure is an insurance brokerage firm that provides personal and commercial insurance products for individuals and businesses.
The job skills required for Personal Lines Account Manager (Hickok & Boardman Insurance Group) include Futures, Problem Solving, Microsoft Office, Time Management, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Lines Account Manager (Hickok & Boardman Insurance Group). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Lines Account Manager (Hickok & Boardman Insurance Group). Select any job title you are interested in and start to search job requirements.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Lines Account Manager job description and responsibilities
Manage the relationship with the client
01/10/2022: San Francisco, CA
Offered the product with good sense of benefits
03/20/2022: Sarasota, FL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Lines Account Manager jobs
Personal Services refers to buildings used to sell services rather than physical goods.
01/28/2022: Brockton, MA
Personal lines account managers are responsible for reviewing insurance applications to ensure that all questions have been answered.
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Step 3: View the best colleges and universities for Personal Lines Account Manager.
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