Associate Account Manager

 Posted 2 months ago
     
0-2 years experience
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AI Summary

The Associate Account Manager will assist with the day-to-day servicing of commercial accounts, including responding to client inquiries and processing policy changes. They are also responsible for maintaining accurate client files, preparing insurance documentation, and supporting internal quality control processes.

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 Richmond, VA. 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:

  • Assist with personal lines needs for the region, as needed

  • Assist Account Managers and Account Executives with day-to-day servicing of commercial 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

  • Support internal quality control processes

  • Assist with submission preparation and carrier follow-up

  • 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

  • 0–2 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:

  • 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.

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