Account Manager

Hilb Group

$125K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • High school diploma or equivalent; Associate's or Bachelor's preferred
  • 4+ years in insurance, customer service, or admin support
  • Preferred exposure to commercial insurance
  • Property & Casualty Insurance License required or obtainable
  • Strong organizational skills and attention to detail
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Office and agency management systems preferred

Responsibilities

  • Support Account Managers with large complex accounts
  • Respond to client inquiries regarding policies and billing
  • Prepare and issue certificates of insurance and binders
  • Process policy changes, renewals, and cancellations
  • Gather underwriting information and prepare application materials
  • Maintain client files according to agency procedures
  • Ensure documentation meets regulatory standards

Benefits

  • Company Paid Life Insurance and Disability coverage
  • Medical, Dental, Vision, and FSA/HSA plans
  • 401(k) with company match
  • Voluntary benefits including Critical Illness and Pet benefits
  • Generous PTO
  • Collaborative team environment
Full Job Description
The Hilb Group is currently seeking a motivated and ambitious Commercial Lines Account Manager to join our team. This position will report to our agency located in New York, NY. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position.

Responsibilities:
  • Support Account Managers servicing Large Complex accounts
  • Respond to routine client inquiries regarding policies, certificates, billing, and coverage changes
  • Prepare and issue certificates of insurance, binders, and endorsements
  • Process policy changes, renewals, and cancellations in agency management systems
  • Gather underwriting information and application materials
  • Maintain accurate client files in accordance with agency procedures
  • Ensure documentation meets regulatory and carrier standards
  • Track renewal timelines and ensure documentation is processed
  • Review policies for accuracy and request corrections


Qualifications:
  • High school diploma or equivalent required; Associate's or Bachelor's degree preferred
  • 4+ years of experience in insurance, customer service, or administrative support
  • Commercial insurance exposure preferred
  • Property & Casualty Insurance License required or ability to obtain within a specified timeframe
  • Strong organizational skills and attention to detail
  • Excellent written and verbal communication skills
  • Ability to manage multiple priorities and deadlines
  • Proficiency in Microsoft Office; agency management systems preferred


Benefits:
  • Compensation: $125,000-$150,000/yr.
  • 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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