2 preferred banker jobs found in Southborough, MA

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 Commercial Lines Associate Account Manager to join our team. This position will report to our agency located in Southborough, MA. 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: 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...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Position Summary: We are seeking a highly organized and detail-oriented individual to work with our new business team to manage technology to enable client and prospect management. You will be responsible for maintaining accurate client and prospect records, supporting producers in new business prospecting, and partnering with marketing team to deliver targeted campaigns and communications. Essential Duties and Functions: CRM Ownership & Support Master and own Microsoft Dynamics, serving as the in-house expert and resource for the team Manage CRM data for clients and prospects, ensuring accurate input, updates, and ongoing maintenance New Business Prospecting Campaign Management Qualify new business opportunities by cross-referencing CRM data with other B&B teams to avoid conflicts and confirm lead...