Commercial Lines Account Manager

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 Commercial Lines Account Manager to join our team. This position will report to our agency located in Peterborough, NH. 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:

• Be main conduit of communication to insured and handle day-to-day correspondence with client (email, phone) for commercial 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

• Communicate with carriers and insured to respond to their questions and/or issues

• Investigate audit discrepancies and explain them to insured and/or producer

• Understand the insured’s business/operation including:
  o All exposures including property owned, products made, questionable drivers etc.
  o Follow losses as year progresses and understand trends and reasons for losses.
  o Get early indication if experience is deteriorating and get prepared to market renewal

• Process policy changes as directed by the producer or the insured. Review endorsement documents issued by the carrier for accuracy and forward to the insured.

• Communicate risk control recommendations from carrier to the insured, follow-up with insured on completion and update carrier

• Update producer as necessary, but minimally at renewal time

• Prepare renewal marketing submission for producer as needed. All accounts being marketed to carriers will include at a minimum:
  o Completed application(s) and any required supplemental applications
  o Updated statement of values
  o An explanation of the operation(s) of the account
  o Listing of positive attributes of the account
  o Statement as to expected pricing
  o Recently valued loss runs – account manager responsible for obtaining
  o The date we expect/need the carrier to give us their proposal

• Quality check all renewals – advise producer of material changes found on renewals or differences between quotes and policies and endorsements

• Invoice all agency-bill policies ensuring the correct commission splits are entered in the agency management system

• Take responsibility for managing all aspects of the policy renewal process and communicate the requirements to both the insured and producer

• Monitor billing and cancellation status of accounts

• Generate proof of insurance upon request on behalf of the insured

• Use discretion and judgement to direct processing tasks to Account Technicians

• Document all correspondence regarding the account in agency management system

Qualifications:

• Good working knowledge of Microsoft Windows and the following programs: Microsoft Word, Microsoft Excel, Adobe Acrobat Pro, and Microsoft Outlook

• Ability to quickly learn and adapt to new technology and software

• Ability to respond promptly and efficiently to requests from clients and internal team members

• 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

• Willingness to ask for assistance to improve service and complete the assignments in a timely manner

• Strive to continuously pursue training and development opportunities to build knowledge and skills

• Producer license in resident state

• At least one Professional Insurance Designation (AAI, ACSR, CIC, CPCU, CISR, ARM, CRM)

• High School Diploma

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.