Commercial Lines Associate Account Manager
Hilb Group
full-time
Posted on:
Location Type: Remote
Location: Massachusetts • United States
Visit company websiteExplore more
About the role
- 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
Requirements
- Education: High School or higher
- Excellent working knowledge of the computer and the following programs: Microsoft Word, Microsoft Excel, Adobe Acrobat Pro and Internet Explorer
- Ability to quickly learn and adapt to new technology and software
- Ability to analyze work assignments and know when to ask for assistance in order to complete the assignments in a timely manner
- Ability to respond promptly to departmental needs and solicit feedback to improve service
- 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 account managers and department managers
- Strive to continuously pursue training and development opportunities to build knowledge and skills
- Understand and follow established Hilb procedures
- Understand and comply with Hilb Employee Handbook
- Prior experience with Vertafore agency management software
- Knowledge and background in insurance
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!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data entrypolicy processingproof of insurance generationdocument e-filingdata schedule updatingform letter preparationMVR orderingloss run orderingdirect bill processingaudit processing
Soft Skills
time managementadaptabilityanalytical skillscommunicationresponsivenessattention to detailprofessional writingfeedback solicitationprioritizationresponsibility