Commercial Lines Account Technician

Hilb Group

Posted 3 months ago

Full Time

Southborough, Massachusetts

In Person

Smart Summary

Responsibilities

The role involves generating proof of insurance documents and processing policies, endorsements, and audits. It also requires maintaining client files and updating data schedules within the agency management system.

Qualifications

You have a Bachelor's Degree or equivalent and excellent working knowledge of Microsoft Office Suite (Word, Excel, Adobe Acrobat Pro, Internet Explorer). You are motivated to succeed, well-organized, able to prioritize, and can adapt to new technology and software.

Must Have Skills for ATS

Proof of Insurance generation

Policy processing

Direct bill endorsements

Direct bill audits

MVR ordering

Loss run ordering

Agency management system

Microsoft Word

Microsoft Excel

Adobe Acrobat Pro

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 Commercial Lines Account Technician 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 an in-office 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:

  • Bachelor’s Degree or Equivalent

  • 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 manager 

  • Strive to continuously pursue training and development opportunities to build knowledge and skills 

Benefits: 

  • Salary: $60,000-$65,000/ year

  • 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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