Senior Associate Account Manager

Hilb Group

Posted 2 months ago

Full Time

Lambertville, Michigan

In Person

Smart Summary

Responsibilities

The Senior Associate Account Manager will handle client inquiries regarding policies, billing, and claims while processing renewals and endorsements. They are also responsible for identifying cross-sell opportunities and maintaining accurate client records within the agency management system.

Qualifications

You have a minimum of a high school diploma or GED and possess basic technology proficiency, including MS Word, Excel, and Outlook. Experience with agency management systems like AMS 360 and prior insurance experience are preferred.

Must Have Skills for ATS

MS Word

Excel

Outlook

AMS 360

Job Description

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 Senior Associate Account Manager to join our team. This position will report to our agency located in Lambertville, MI. 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:

  • Respond to client inquiries via phone, email, or in-person regarding policies, coverages, billing, and claims.

  • Process policy changes, endorsements, cancellations, and renewals accurately and promptly.

  • Provide quotes for new business and remarket existing policies when appropriate.

  • Build and maintain strong client relationships through professional, friendly service.

  • Review coverage and policy details with clients to ensure proper protection.

  • Identify cross-sell opportunities and refer to producers.

  • Maintain accurate and organized client records within the agency management system.

  • Assist with policy renewals by reviewing accounts for coverage needs.

Qualifications:

  • Minimum high school or GED required

  • Minimum 1-year prior insurance experience preferred

  • Basic technology and computer proficiency (MS Word, Excel, and Outlook)

  • Experience using AMS 360 or similar Agency Management System

  • Demonstrate strong knowledge of insurance products, coverages, and rating (preferred)

  • Must have strong time management skills. Able to prioritize and meet deadlines.

  • Must be able to work in a fast-paced environment.


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.

Hilb Group

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.
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