Commercial Lines Account Manager

Overview

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is seeking a motivated and ambitious Commercial Lines Account Manager to join our team. This position will report to our agency located in Peterborough, NH. This is an in-office position.

Responsibilities

• Be main conduit of communication to insured and handle day-to-day correspondence with client (email, phone) for commercial accounts
• Use discretion and judgement to interpret policy language and communicate changes in coverage to the insured
• Act as the relationship builder with the account
• Communicate with carriers and insured to respond to their questions and / or issues
• Investigate audit discrepancies and explain them to insured and / or producer
• Understand the insured's business / operation including : All exposures including property owned, products made, questionable drivers etc.
• Follow losses as year progresses and understand trends and reasons for losses
• Get early indication if experience is deteriorating and get prepared to market renewal
• Process policy changes as directed by the producer or the insured. Review endorsement documents issued by the carrier for accuracy and forward to the insured.
• Communicate risk control recommendations from carrier to the insured, follow-up with insured on completion and update carrier
• Update producer as necessary, but minimally at renewal time
• Prepare renewal marketing submission for producer as needed. All accounts being marketed to carriers will include at a minimum : Completed application(s) and any required supplemental applications; Updated statement of values; An explanation of the operation(s) of the account; Listing of positive attributes of the account; Statement as to expected pricing; Recently valued loss runs – account manager responsible for obtaining; The date we expect / need the carrier to give us their proposal; Quality check all renewals – advise producer of material changes found on renewals or differences between quotes and policies and endorsements
• Invoice all agency-bill policies ensuring the correct commission splits are entered in the agency management system
• Take responsibility for managing all aspects of the policy renewal process and communicate the requirements to both the insured and producer
• Monitor billing and cancellation status of accounts
• Generate proof of insurance upon request on behalf of the insured
• Use discretion and judgement to direct processing tasks to Account Technicians
• Document all correspondence regarding the account in agency management system

Qualifications

Benefits

The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.

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