What are the responsibilities and job description for the Personal Lines - Account Manager position at The Hilb Group?
Account Manager
The Hilb Group of NE, Clark Mortenson Agency is currently searching for an experienced Personal Lines Account Manager to work in their Keene Office.
- Be main conduit of communication to the insured and handle day-to-day correspondence with client (email, phone) for standard market 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
- Market new business and prepare proposals for referral prospects
- Re-market existing policies as necessary due to non-renewal or to obtain more competitive pricing and/or coverage for insured
- Solicit cross-sale opportunities on each account Auto, Home & Umbrella lines of business
- Negotiate between carriers and insured to respond to their questions and/or issues
- Review and process all policy endorsements
- Be accountable for all aspects of the renewal management process, including agency invoicing when necessary.
- Quality check all renewals – advise client of material changes found on renewals or differences between quotes and policies and endorsements
- 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
- Bachelor’s degree or equivalent
- NH producer license (includes 20 CEU's of continuing education every two years, including an Ethics class)
One of the following professional designations is required: AAI, CPCU, CIC, ARM, CRM