Hilb Group
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Associate Account Manager
role at
Hilb Group .
The position is based in King of Prussia, PA and is an in‑office role reporting to our agency.
Responsibilities
Review requests for certificates and issue the COI on the same day as requested
If the certificate requires additional forms (NOC, specific A/I, etc.)
Endorse the policy in AMS and attach your request to the underwriter
Set a Suspense activity to follow up in 3 days
If an insured does not comply with the insurance requirements
Issue the COI with the current coverages and advise the insured and the Account Manager of the deficiencies. Ask the insured if they would like quotes for the additional coverages/limits.
If the insured declines additional quotes – confirm receipt of email and advise client to have final contract amended to reflect the insurance changes.
If the request includes an Indemnification section forward to the Account Manager to review
All incoming carrier correspondence (policies, endorsements, audits, notices, etc.) whether via email or paper, save in IR under correct policy.
Check endorsements for accuracy and invoice and send to insured.
Process audits and send to Acct Mgr to review.
Save the policy in IR.
Save the policy in the appropriate Policy Folder in InsurLink.
Send the policy to Angela Adams Consulting (AAC) for preliminary policy check.
Update Monday.com to reflect when policy is received, sent to AAC, and received back from AAC.
Save the completed policy reviews from AAC in IR.
During the course of the policy term save all Endorsements and Audits in InsurLink in the appropriate folder
Monday.com – complete tasks due for the month on each account.
Auto ID cards – generate ID cards and send PDF to Account Manager. Make sure to number the cards on the PDF if the insured has specific unit numbers.
Send PDF to Administrative Assistant to print and mail.
Certificates – “Distribute” each master certificate. Work Comp Claim Cards – coordinate with the Account Manager as to whether the insured receives cards and if they should be laminated or not.
Claim cards are issued for certain clients and when the carrier has changed.
Qualifications
Highschool or GED required
Must be licensed
Independent and self‑motivated thinker and ability to thrive in a fast‑paced environment
Strong written & verbal skills.
Strong attention to detail and ability to prioritize.
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!
Location & Salary King of Prussia, PA – Salary: $55,000.00 – $75,000.00 per year.
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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Associate Account Manager
role at
Hilb Group .
The position is based in King of Prussia, PA and is an in‑office role reporting to our agency.
Responsibilities
Review requests for certificates and issue the COI on the same day as requested
If the certificate requires additional forms (NOC, specific A/I, etc.)
Endorse the policy in AMS and attach your request to the underwriter
Set a Suspense activity to follow up in 3 days
If an insured does not comply with the insurance requirements
Issue the COI with the current coverages and advise the insured and the Account Manager of the deficiencies. Ask the insured if they would like quotes for the additional coverages/limits.
If the insured declines additional quotes – confirm receipt of email and advise client to have final contract amended to reflect the insurance changes.
If the request includes an Indemnification section forward to the Account Manager to review
All incoming carrier correspondence (policies, endorsements, audits, notices, etc.) whether via email or paper, save in IR under correct policy.
Check endorsements for accuracy and invoice and send to insured.
Process audits and send to Acct Mgr to review.
Save the policy in IR.
Save the policy in the appropriate Policy Folder in InsurLink.
Send the policy to Angela Adams Consulting (AAC) for preliminary policy check.
Update Monday.com to reflect when policy is received, sent to AAC, and received back from AAC.
Save the completed policy reviews from AAC in IR.
During the course of the policy term save all Endorsements and Audits in InsurLink in the appropriate folder
Monday.com – complete tasks due for the month on each account.
Auto ID cards – generate ID cards and send PDF to Account Manager. Make sure to number the cards on the PDF if the insured has specific unit numbers.
Send PDF to Administrative Assistant to print and mail.
Certificates – “Distribute” each master certificate. Work Comp Claim Cards – coordinate with the Account Manager as to whether the insured receives cards and if they should be laminated or not.
Claim cards are issued for certain clients and when the carrier has changed.
Qualifications
Highschool or GED required
Must be licensed
Independent and self‑motivated thinker and ability to thrive in a fast‑paced environment
Strong written & verbal skills.
Strong attention to detail and ability to prioritize.
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!
Location & Salary King of Prussia, PA – Salary: $55,000.00 – $75,000.00 per year.
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.
#J-18808-Ljbffr