What are the responsibilities and job description for the Personal Lines Account Manager (Hickok & Boardman Insurance Group) position at Acrisure?
Job Description
Acrisure is the fastest growing insurance brokerage firm in the U.S. with over 1,000 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services and unique products for an ever-growing market. Our agency enjoys the partnership/representation of many top-rated Admitted Carriers allowing us access to the most competitive and comprehensive programs available in the market today.
We are currently looking to add to our team a Personal Insurance Account Manager at Hickok & Boardman Insurance Group, an Acrisure Agency Partner. Hickok & Boardman Insurance Group is one of the largest agencies in Vermont, named one of Vermont’s Best Places to Work for the last three years in a row.
Hickok & Boardman Insurance Group is an established agency. We are 200 years old! We’re dedicated to providing the best service to our clients, our carriers, our employees, and our communities. Our employees describe us as “supportive of employees both personally and professionally”. We are often referred to as the “H&B Family” because of our positive atmosphere and exceptional teamwork.
Hickok & Boardman Insurance Group is an established agency. We are 200 years old! We’re dedicated to providing the best service to our clients, our carriers, our employees, and our communities. Our employees describe us as “supportive of employees both personally and professionally”. We are often referred to as the “H&B Family” because of our positive atmosphere and exceptional teamwork.
Hickok & Boardman Insurance Group offers excellent compensation and a very desirable benefit package that includes, but is not limited to medical, dental and vision coverages, tuition reimbursement and tuition forgiveness, and a generous amount of paid time off.
Essential Duties and Responsibilities:
- Council prospective clients for the purpose of examining current coverage and determining insurance needs.
- Prepare quotes for customers and prospects.
- Anticipate future needs for established client to renew and upgrade accounts.
- Handle phone calls from clients and companies regarding insurance and policy changes, council on coverage gaps, recommend any changes in coverage that appear necessary or desirable, account round, and comply with requests.
- Update computer for cancellations and reinstatements. Obtain reason for cancellation and document system. Input past due notices into activities.
- Prepare personal lines renewal applications or issue renewals as required, includes processing on agency management system.
- Underwrite new and renewal business, including documentation such as MVRs, loss history, inspection reports, appraisals, ITVs, etc.
- Ensure complete company submission of application(s) photos, appraisals, etc., for policy issuance.
- Input customer applications into the agency management system from the carrier rating applications.
- Maintain a suspense system to follow up on outstanding orders, correspondence, reports and follow up on overdue and suspense items.
- Attend all Personal Lines meetings as required.
- Scanning, attaching, and download retrieval on a daily basis.
- Provide backup assistance when a co-worker is out.
- Be familiar with and follow agency E&O guidelines.
- Promote agency and insurance industry in the community.
- Develop positive long-term relationships with clients, underwriters and company personnel.
Miscellaneous:
- Actively pursue relevant CE courses and achievement of a designation by the end of year three.
- Participate in seminars and other training for knowledge and skill development.
- Some training of other employees may be required.
- Provide backup in other areas as assigned.
- Perform other duties and special projects at Management’s request.
- Help develop efficiencies in automation in a paperless environment reducing or eliminating paper flow.
- Stay abreast of trends, products, pricing, and competitive markets. Have working knowledge of all agency and company changes procedures.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Competencies:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
- High School Diploma or the recognized equivalent is required
- 2 years’ experience in Commercial Property & Casualty Insurance preferred
- Must be willing to secure Vermont Property & Casualty Insurance Producer’s License
Technology Skills:
- Possess strong administrative and computing skills, including Microsoft Office (Word, Excel, and Outlook)
- Applied Epic Agency Management experience preferred but not required.
Other Qualifications:
- Must have the ability to pay close attention to detail, respond to multiple requests effectively and to delegate work efficiently to support staff.
- Must have the ability to read, understand, and interpret policy language, change requests, claims, loss experiences and quotes.
- Must have the skills to orally and in writing communicate issues, requests, and general information clearly to all involved parties as needed.
- Self-motivated and driven
- Demonstrate effective problem solving with minimal assistance
- Demonstrates excellent time management and prioritization skills
- Attention to detail and commitment to a high level of accuracy
- The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
- Ability to maintain a professional demeanor and positive attitude
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Moderate stress due to regular deadlines and daily challenges
- High finger dexterity while typing documents and forms
- Occasionally lift up to 20lbs.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Work is done in a temperature-controlled, non-smoking office.
- The noise level in the work environment is usually moderate
- This position can be a hybrid position (office and home)
Hickok & Boardman Insurance Group is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran or disability status.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
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