Account Manager
 
 

The Hilb Group of NE, Clark Mortenson Agency is currently searching for an experienced Personal Lines Account Manager to work in their Keene Office.

• Be main conduit of communication to the insured and handle day-to-day correspondence with client (email, phone) for standard market accounts.
• Use discretion and judgement to interpret policy language and communicate changes in coverage to the insured
• Act as the relationship builder with the account
• Market new business and prepare proposals for referral prospects
• Re-market existing policies as necessary due to non-renewal or to obtain more competitive pricing and/or coverage for insured
• Solicit cross-sale opportunities on each account Auto, Home & Umbrella lines of business
• Negotiate between carriers and insured to respond to their questions and/or issues
• Review and process all policy endorsements
• Be accountable for all aspects of the renewal management process, including agency invoicing when necessary.
• Quality check all renewals – advise client of material changes found on renewals or differences between quotes and policies and endorsements
• Monitor billing and cancellation status of accounts
• Generate proof of insurance upon request on behalf of the insured
• Use discretion and judgement to direct processing tasks to Account Technicians
• Document all correspondence regarding the account in agency management system
• Bachelor’s degree or equivalent
• NH producer license (includes 20 CEU's of continuing education every two years, including an Ethics class)

One of the following professional designations is required: AAI, CPCU, CIC, ARM, CRM