Personal Insurance Account Technician

Hilb Group

Posted 3 months ago

Full Time

Putnam, Connecticut

In Person

Smart Summary

Responsibilities

Assist clients with insurance inquiries regarding policies, billing, and coverage while maintaining accurate client files. Coordinate with carriers to order policies and provide proof of insurance to lenders and policyholders.

Qualifications

You have a high school degree or equivalent and excellent working knowledge of Microsoft Word, Excel, Adobe Acrobat Pro, and Internet Explorer. You are motivated to succeed, well-organized, able to prioritize tasks, and adept at learning new technology and software quickly.

Must Have Skills for ATS

Microsoft Word

Microsoft Excel

Adobe Acrobat Pro

Internet Explorer

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 Personal Insurance Account Technician to join our team. This position will report to our agency located in Putnam, CT. 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:

  • Work as part of a department team to assist clients with inquiries, including policy questions, billing issues, coverage questions, cancellations, and other services as needed.

  • Utilize all forms of communication, i.e., phones, emails, etc., to communicate with clients, carriers, etc.

  • Manage customer inquiries and file documentation, including communications/conversations and emails. etc.

  • Maintain client files - review and update client information as needed.

  • Order policies and request endorsements from the company as required.

  • Verify client coverage and provide policyholders, banks, and/or lenders with proof of insurance paperwork.

  • Monitor and work within the department task list, as well as completing one's own daily task list.

  • Provides solutions and resolves issues for clients in a timely and effective manner.

Qualifications:

  • High School 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 

  • 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: $45,000/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!


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.
Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria