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Account Management Assistant
Hilb GroupAccount Management Assistant at Hilb Group handling client relationships and insurance inquiries. Managing a book of business while ensuring proper servicing and maintenance of accounts.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- High School degree required
- 2+ years of experience in customer service and/or sales in the p&c insurance industry
- Strong interpersonal skills and ability to effectively communicate via phone or email
- Superior listening skills and ability to probe customer needs and opportunities through question-based selling and retention techniques
- Self-directed with good decision making and time management skills
- Proficient PC skills; knowledge of insurance software including AMS360
Benefits
Comp & perks- 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!
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Account ServicingPolicy ManagementBilling ProcessingRenewal NegotiationCustomer Inquiry Handling
Soft Skills
Interpersonal SkillsEffective CommunicationListening SkillsDecision MakingSelf-Directed