Personal Lines Senior Associate Account Manager at Hilbgroup

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 Lines Senior Associate Account Manager to join our team. This position will report to our agency located in Garrett, IN. 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: Serve as the primary liaison between clients and internal teams Build and maintain long-term, trusted relationships with key stakeholders Conduct regular account reviews to assess performance, needs, and opportunities Develop and execute account plans to meet client objectives and company revenue goals Identify upselling and cross-selling opportunities while maintaining compliance with healthcare regulations Coordinate onboarding, implementations, and ongoing service delivery Resolve client issues in a timely and professional manner Ensure service levels and performance metrics are met or exceeded CRM experience (Salesforce or similar platforms) Relationship-building and client advocacy Strategic thinking and problem-solving Ability to manage multiple accounts and priorities Data-driven decision making Cross-functional collaboration Monitor contract utilization, renewals, and expansions Qualifications: Minimum High School degree Must be licensed or willing to obtain license Microsoft suite of products, AMS360 experience a plus. Must be able multi-task while maintaining accuracy. Must be detailed oriented. Accuracy in this position is critical. Must have strong time management skills. Able to prioritize and meet deadlines. Must be able to work in a fast-paced environment. 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.

Requirements

Must-haves

Serve as the primary liaison between clients and internal teams
Build and maintain long-term, trusted relationships with key stakeholders
Conduct regular account reviews to assess performance, needs, and opportunities
Develop and execute account plans to meet client objectives and company revenue goals
Identify upselling and cross-selling opportunities while maintaining compliance with healthcare regulations
Coordinate onboarding, implementations, and ongoing service delivery
Resolve client issues in a timely and professional manner
Ensure service levels and performance metrics are met or exceeded
CRM experience (Salesforce or similar platforms)
Relationship-building and client advocacy
Strategic thinking and problem-solving
Ability to manage multiple accounts and priorities
Data-driven decision making
Cross-functional collaboration
Monitor contract utilization, renewals, and expansions
Minimum High School degree
Must be licensed or willing to obtain license
Must be able multi-task while maintaining accuracy.
Must be detailed oriented. Accuracy in this position is critical.
Must have strong time management skills. Able to prioritize and meet deadlines.
Must be able to work in a fast-paced environment.

Nice-to-haves

Microsoft suite of products, AMS360 experience a plus.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Pto

Professional Development