Hilb Group

Account Manager

• Processes client’s payrolls (weekly, bi-weekly, semi-monthly and monthly) and in an accurate and timely fashion, maintains client folders, reviews, and verifies client new employee packets
• Works with clients to run special off cycle payrolls
• Promptly responds to client inquiries via telephone and email regarding payroll and benefits administration to answer and resolve any and all questions and concerns that arise and if need be, escalate questions to the Senior Client Account Manager or Manager of the Client Services Team
• Provides timely and accurate administration of benefits plans to include enrollments, invoice reconciliation, terminations, Flex Benefits, COBRA compliance, and open enrollment notification
• Maintains the electronic files for our clients, on the firm’s internal hard drive
• Performs data entry and maintenance of all client information into ADP payroll systems including General Ledger and Paid Time Off
• Inputs benefit administration data on carriers’ websites
• Ensures procedures are done in compliance with firms HIPPA policy
• Enter work into internal tracking system
• Responsible for the implementation of client system upgrades from RUN to WFN and adding additional company codes
• Maintain regular and punctual attendance

Client Account Manager

• Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance
• Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business
• Handle billing, service and endorsement requests and process necessary paperwork associated with requested
• Act as liaison between customer and carrier working closely with both to ensure a mutually beneficial relationship
• Handle renewal/expiration list for assigned book of business, reviewing loss information, obtaining updated information, renewal applications, and negotiating renewal pricing when necessary
• Maintain knowledge of all company systems and offerings

Personal Lines Account Manager

• Contributing to various team meetings
• Participating in day-to-day communication with clients proactively
• Assisting clients with questions and issue resolution
• Managing review meetings directly or in coordination with Retirement Advisors
• Preparing client meeting and other presentation materials in collaboration with the retirement client service team and with Retirement Advisors
• Conducting employee education workshops and enrollment meetings
• Coordinating with other departments to ensure deadlines are met
• Maintaining client support technology systems including databases, client relationship management systems, and investment analytics application
• Assisting in the completion of additional reports and presentations as necessary
• Helping the team in streamlining services and implementing new applications, software, and products
• Contributing to a positive workplace environment
• Ensuring the highest level of customer service and satisfaction

Client Relationship Manager

Account Executive

• Develop and implement benefit strategies that are both innovative and compliant, leveraging creative thinking to address client needs
• Partner with producers to lead client meetings, presentations, and onboarding of new clients
• Actively participate in strategic discussions, providing out-of-the-box solutions and consulting expertise to enhance clients’ benefit programs
• Manage benefit program implementations and oversee annual renewal processes
• Define and execute strategies to maintain ACA compliance and expand consulting services
• Develop and maintain annual planning calendars for assigned clients, ensuring deadlines are met with precision
• Provide guidance, training, and mentorship to Account Managers and Client Care Specialists
• Encourage innovative thinking within the team to solve client challenges effectively
• Delegate tasks efficiently, ensuring proper training and onboarding of junior staff
• Act as the primary escalation point for client concerns, resolving issues with innovative and strategic approaches
• Assist clients with benefit plan design, open enrollment tools, and long-term strategy development
• Collaborate with benefit carriers to craft solutions aligned with client goals and regulatory standards
• Oversee client compliance with regulations such as ACA, DOL audits, and PCORI reporting
• Stay updated on compliance, benchmarking, reporting, and analytics to provide cutting-edge solutions
• Create and review client-focused messaging strategies and benefits-related communication content
• Represent the company at market meetings, client functions, industry seminars, and training programs

Benefits Account Executive

Producer

• Conducting sales, service, and solicitation of all forms of insurance business
• Participating in team sales situations with other producers and support personnel
• Maximizing growth and client retention through superior customer service
• Developing accounts and cross selling available products and services
• Generating and pursuing new client opportunities
• Presenting our services and solutions at prospect meetings
• Bringing new business prospects to closure
• Retaining clients by maintaining solid business-to-business relationships
• Prepares and implements an individual business plan and production budget.

Commercial Lines Producer

• Enthusiastic and personable individual to manage clients needs
• Handle a dedicated book of business
• Information gathering, preparing applications, quoting, renewal marketing, handling of endorsements and accurate file documentation, etc.
• Interact and create relationships with producers, and carriers

• Proactively identify, develop, and close new commercial P&C opportunities across target industries
• Generate a minimum of $80,000+ in new business commissions annually, with expectations for consistent year-over-year growth
• Build a sustainable pipeline through networking, referrals, centers of influence, and internal lead opportunities
• Partner with internal marketing, service, and carrier teams to deliver competitive and well-structured solutions
• Serve as a trusted advisor to clients by assessing exposures and recommending appropriate coverage structures
• Present and explain policy terms, conditions, exclusions, and pricing in a clear and professional manner
• Support renewal strategy, account rounding, and coverage enhancements to drive retention and revenue growth
• Maintain strong client relationships resulting in high retention and cross-sell opportunities
• Grow a personal book of business to $400,000+ in annual commissions within 3–5 years
• Demonstrate disciplined account management, renewal planning, and service coordination
• Leverage agency systems and processes to manage activity, documentation, and compliance
• Develop working relationships with carrier underwriters and wholesalers
• Collaborate closely with account managers and service staff to ensure seamless client delivery
• Stay current on market trends, coverage developments, and regulatory requirements

• Assisting in all aspects of client’s commercial insurance needs, from information gathering, preparing applications and renewal marketing to policy administration
• Contributing to various team meetings
• Participating in day-to-day communication with clients proactively
• Assisting clients with questions and issue resolution
• Participating as a Team member in a fast-paced, growing sales environment open to continuous improvement

Commercial Lines Account Manager

Client Services Representative

• Support the Client Services Team and the Retirement Team
• This is a non-client facing support role
• Processes client new hires, terminations and change forms
• Processes employee enrollments, renewals, changes, and terminations for medical, dental, vision, life, disability, and other benefits programs
• Maintain/Update QC sheets
• 401(k), 403(b) Retirement Contribution report processing and tracking
• Assists in data entry and maintenance of client employee information as instructed by the Client Account Managers
• Utilize internal tracking system to retrieve work in priority order
• Enter work into internal tracking system

Client Support Coordinator

• Serve as the main point of contact for insureds; handle daily client communications via phone and email
• Build and maintain strong client relationships through proactive service and problem-solving
• Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business
• Monitor account exposures, losses, and trends to anticipate renewal needs and prepare for marketing when required
• Interpret policy language, process changes, and communicate coverage updates clearly and accurately
• Conduct renewal marketing when necessary, negotiating rates, reviewing quotes and coverage and creating renewal proposals
• Work directly with producers and clients to obtain underwriting information necessary for new business submissions
• Market new accounts to appropriate carriers; analyze quotes, negotiate terms, and make carrier recommendations
• Prepare and deliver professional proposals and coverage comparisons to clients or producers
• Develop and maintain strong relationships with carrier underwriters and marketing representatives
• Track marketing activity and maintain up-to-date records of carrier appetite, rates, and programs
• Perform additional duties as assigned by management.

Marketing

• Development and implementation of a broad variety of corporate events (national and regional) – consistent with overall Marketing strategy and goals – to host consistent, knowledge-building, engaging gatherings of the highest quality
• Ownership of event calendar to align with overall business objectives
• Coordination with onsite facilities (i.e., hotels, vendors) to ensure seamless organization of events
• Development and distribution of content related to the events, follow-up and ensuring optimal audiences are cultivated and targeted
• Creation of optimal schedule, formats, and communications vehicles to enhance audience engagement
• Constantly brainstorming for new approaches – we want your thoughts and ideas!
• Promoting our brand guidelines and standards of high quality and best-in-class solutions and offerings
• Assisting in developing KPIs and exceeding goals to demonstrate our success

Marketing Associate

Accounting Manager

• Lead the monthly, quarterly, and annual close process for Trail Ridge Power and its related entities, ensuring accuracy, timeliness, and consistency
• Prepare and review journal entries, accruals, prepaids, depreciation, and intercompany eliminations
• Manage entity-level and consolidated financial statements, including lender-required consolidations
• Own ERP system administration and optimization, including configuration, workflows, reporting, and internal controls (Sage Intacct)
• Serve as the accounting lead for ERP migration or reimplementation initiatives
• Review balance sheet reconciliations and ensure timely investigation and resolution of discrepancies
• Act as an accounting liaison for external auditors, lenders, and other third-party stakeholders
• Develop, maintain, and improve accounting policies, procedures, and internal controls to support a scaling organization
• Collaborate with FP&A, Asset Management, and senior leadership on financial reporting, variance analysis, and ad hoc requests
• Provide oversight, guidance, and review of work prepared by GL and Staff Accountants
• Support special projects and complete other duties as assigned

• Generate Proof of Insurance (Certificates, EPI’s, Binders, AutoID cards)
• Process policies: e-file/attach to client file, policy check, and process original copy for delivery to the insured
• Process and monitor direct bill endorsements
• Process direct bill audits
• Monitor carrier/premium finance company cancellation status and activity
• Generate form letters
• Order MVRs
• Order loss runs
• Update data schedules (location, driver, named insured, etc.) in agency management system
• E-filing/attaching of scanned documents
• E-filing/attaching of online reports, policies, endorsements, cancellation warnings
• Data entry projects as needed

Commercial Lines Associate Account Manager

Data Analyst

• Assist the RFP team in meeting proposal timelines by organizing, analyzing, and preparing census data.
• Utilize Excel formulas for benefits calculations, including life volume rounding, tiered rate structures, and eligibility assessments.
• Ensure data accuracy and completeness in all submissions.
• Proactively pull claims reports from carrier websites based on published release schedules.
• Maintain tracking of monthly, quarterly, and annual claim performance reports to provide timely insights.
• Identify data trends and anomalies in medical, dental, and ancillary benefits claims.
• Perform monthly data entry related to ongoing medical claim performance, ensuring accuracy and consistency.
• Analyze client claims utilization, cost trends, and financial impact reports.
• Support the team with ad hoc reporting needs to assist client strategy.
• Learn and utilize benefits administration systems such as: Employee Navigator (enrollment & eligibility tracking) BenefitPoint (carrier and broker management system) ImageRight (document management)
• Adapt quickly to new software tools for data entry and reporting.
• Develop a strong understanding of employee benefits terminology to effectively interpret benefits data.
• Work towards obtaining a Life & Health Insurance license to expand knowledge and career development.
• Stay informed on industry regulations, trends, and compliance requirements affecting benefits data.

Benefit & Data Analyst

Compliance

• Represent and protect Hilb in the drafting and negotiation of various types of agreements with Hilb’s employee benefits clients
• The Contracts Manager works with Sales, Service, Operations, Finance, Compliance, and Legal to reach the desired business goals of Hilb, while managing the firm’s risk
• You will be responsible for successfully completing the drafting, negotiation, and execution of client agreements for Hilb’s Employee Benefits platform
• Serve as the fact of Hilb and providing one of the first customer experiences for new clients
• Oversee the preparation and filing of Forms 5500 and plan documents on behalf of Hilb clients
• Participate as a Team member in a fast-paced, growing sales environment open to continuous improvement

Client Account Manager

Personal Lines Account Manager

Client Relationship Manager

Benefits Account Executive

Commercial Lines Producer

Account Manager

Commercial Lines Producer

Commercial Lines Account Manager

Client Support Coordinator

Commercial Lines Account Manager

Marketing Associate

Accounting Manager

Commercial Lines Associate Account Manager

Benefit & Data Analyst

Contract & Compliance Specialist