Hilb Group Logo

Hilb Group

Commercial Lines Associate Account Manager

Posted Yesterday
Be an Early Applicant
In-Office or Remote
Hiring Remotely in Southborough, MA
Entry level
In-Office or Remote
Hiring Remotely in Southborough, MA
Entry level
The Commercial Lines Associate Account Manager will manage insurance policies, process documents, analyze assignments, and ensure timely completion of tasks while maintaining service quality.
The summary above was generated by AI

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 currently seeking a motivated and ambitious ­­­­­Commercial Lines Associate Account Manager to join our team. This position will report to our agency located in Southborough, MA. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position.
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 

Qualifications:

  • 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!

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.

Top Skills

Adobe Acrobat Pro
Excel
Microsoft Word
Vertafore Agency Management Software

Similar Jobs

14 Days Ago
In-Office or Remote
Southborough, MA, USA
Entry level
Entry level
Insurance
Support the Account Managers in servicing clients, issuing insurance documents, handling inquiries, and maintaining accurate records in agency systems.
Top Skills: Agency Management Systems
An Hour Ago
Remote
United States
150K-180K Annually
Senior level
150K-180K Annually
Senior level
Software
Design and implement scalable SaaS applications using modern web frameworks, collaborate with teams, mentor engineers, and drive technology initiatives.
Top Skills: AWSGoogle Cloud PlatformMySQLNextjsNode.jsPostgresRuby on RailsReactSQL
An Hour Ago
Remote
United States
130K-140K Annually
Junior
130K-140K Annually
Junior
Software
As an Account Executive, you'll manage the full sales cycle including prospecting, demos, and closing deals with small to mid-sized law firms, driving business growth and cultivating customer relationships.
Top Skills: SaaS

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account