Hilb Group

Your challenges, our solutions

Commercial Lines Associate Account Manager

Account ManagerSalesFull TimeRemoteTeam 1,001-5,000Since 2009H1B No SponsorCompany SiteLinkedIn

Location

Massachusetts

Posted

57 days ago

Salary

Not specified

High SchoolEnglish

Job Description

• 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

Job 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!

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