Commercial Lines Associate Account Manager
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Job Description
Commercial Lines Associate Account Manager joining insurance agency to handle proof of insurance and policy processing tasks. Seeking motivated and organized individuals ready for career growth in insurance sector.
Responsibilities:
- 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!
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