Senior Associate Account Manager - Commercial Lines
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What you'll do
- Support Account Managers servicing 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
What they're looking for
- 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
- 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
Nice to have
- Associate’s or Bachelor’s degree preferred
- Commercial insurance exposure preferred
- Agency management systems preferred
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Responsibilities:
Support Account Managers servicing 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.
Company
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