Manage clients’ personal insurance accounts, including gathering information, preparing applications, renewal marketing, policy administration, endorsements, cancellations, and renewals. Explain coverage options, recommend enhancements, resolve inquiries, maintain accurate electronic records, and build relationships with clients and carriers. The role requires a New York Personal Lines license, substantial personal insurance experience, familiarity with middle-market and high-net-worth carriers, strong customer service, organization, communication, and Microsoft Office and AMS proficiency.
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 Account Manager to join our team. This position will report to one of our agencies located in either Auburn NY, Harrison NY, Staten Island NY, or Williston Park NY. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a hybrid position.
Responsibilities:
- Manage all aspects of client’s personal insurance needs, from information gathering, preparing applications and renewal marketing to policy administration.
- Explain coverages and types of policies, suggest specific coverage enhancements, and resolve general customer inquiries.
- Develop and maintain strong professional relationships with clients, their representatives and insurance company personnel.
- Accurately and efficiently maintain electronic client account records and electronic file documentation while processing rewrites, endorsements, cancellations and renewals.
- Participate as a Team member in a fast-paced, growing sales environment open to continuous improvement.
Qualifications:
- NY State Personal Lines license
- Minimum of 3 years personal insurance experience
- Exceptional aptitude for customer service with a minimum of five years of Personal Insurance industry experience required, including
- Experience with personal middle market carriers such as Travelers, Hanover, Utica, Plymouth Rock, and high net worth carriers such as Chubb, PURE, Berkley One & Cincinnati.
- Ability to thrive in a fast-paced environment.
- Upbeat attitude and strong written, verbal, and organizational skills.
- Excellent time management and problem-solving skills with strong attention to detail and ability to prioritize.
- Proficiency with Microsoft Office and AMS.
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!
Compensation:
- $65,000-$75,000/yr.
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.
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