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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.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management within the P&C insurance industry, focusing on account servicing, policy management, and effective communication. Proficient in utilizing insurance software and applying question-based selling techniques to enhance customer retention and satisfaction.
Highest-signal resume keywords
Client Relationship ManagementP&C Insurance ExperienceQuestion-Based SellingInsurance Software ProficiencyTime Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ServicingPolicy ManagementBilling ProcessingRenewal NegotiationCustomer Inquiry Handling
Soft Skills
Interpersonal SkillsEffective CommunicationListening SkillsDecision MakingSelf-Directed
Tools & Technologies
AMS360PC Skills
Industry Keywords
P&C InsuranceCustomer ServiceSalesAccount MaintenanceInsurance Coverages
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!