Account Management Assistant

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 Account Management Assistant to join our team. This position will report to our agency located in Williston Park, NY. 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:

• Partner with Personal Lines Account Managers to support the servicing and retention of personal insurance accounts.
• Process policy transactions, including endorsements, renewals, cancellations, and reinstatements.
• Process vehicle additions, deletions, and other automobile policy changes.
• Issue automobile identification cards.
• Prepare and issue insurance binders.
• Prepare certificates and evidence of insurance as requested.
• Assist with billing inquiries and resolve billing-related issues.
• Review policy documents for accuracy and assist in identifying coverage discrepancies.
• Maintain accurate client records and documentation within agency management systems.
• Ensure assigned tasks are completed accurately and within established service standards.
• Communicate effectively with carriers and internal team members to support account servicing needs.
• Follow agency procedures and carrier guidelines to ensure compliance and accuracy.
• Participate as a collaborative team member in a fast-paced environment focused on continuous improvement and operational excellence

Qualifications:

• Active NY Property & Casualty Broker License required.
• High School Diploma required; Associate's or Bachelor's degree preferred.
• Minimum of 5 years of Personal Lines insurance experience in an agency environment.
• Strong knowledge of personal lines coverages, policy servicing, and carrier procedures.
• Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
• Experience with AMS360 and ImageRight is preferred.
• Excellent organizational, time management, and prioritization skills.
• Strong attention to detail with a high degree of accuracy.
• Ability to manage multiple priorities in a fast-paced environment.
• Effective problem-solving and critical-thinking skills.
• Strong verbal and written communication skills.
• Ability to work independently and collaboratively as part of a team.
• Demonstrated commitment to confidentiality and professionalism.
• Motivated with a willingness to learn and adapt to changing business needs.

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 include Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity protection, and Pet benefits.
• Generous PTO.
• An awesome team of professionals!

Compensation:

• $60,000+ annually, depending on experience and qualifications.
  
  

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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