Commercial Lines Associate Account Manager
Job Overview
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Date PostedMay 8, 2026
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LocationRemote
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Expiration dateAugust 8, 2026
Job Description
JOB DETAILS
- Education: High School or higher
- 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
- Prepare professional form letters, write clearly, edit work for spelling and grammar, ability to read and interpret written information
- 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 managers
- Strive to continuously pursue training and development opportunities to build knowledge and skills
- Understand and follow established Hilb procedures
- Understand and comply with Hilb Employee Handbook
- Prior experience with Vertafore agency management software
- Knowledge and background in insurance
- Generate Proof of Insurance (Certificates, EPI’s, Binders, AutoID cards)
- Process policies: e-file/attach to client file, policy check, and process original copy for delivery to the insured
- Process and monitor direct bill endorsements
- Process direct bill audits
- Monitor carrier/premium finance company cancellation status and activity.
- Generate form letters
- Order MVRs
- Order loss runs
- Update data schedules (location, driver, named insured, etc.) in agency management system
- E-filing/attaching of scanned documents
- E-filing/attaching of online reports, policies, endorsements, cancellation warnings
- Data entry projects as needed
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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