Careers

Current Career Opportunities at Avery Hall Insurance Group

To apply for a position, please upload your resume and cover letter using the form below.

Documents may also be sent directly via fax or mail to:

Avery Hall Insurance Group
Attention: Jill Long
308 E. Main Street
Salisbury, MD 2180

Phone – 410.742.5111
Fax – 410.742.9520

Please be sure to include the position you are applying for in all correspondence.


Personal Lines Account Manager

Position Type: Full-Time
Reports To: Personal Lines Supervisor
Location: Milton

Position Summary

The Account Manager is the service link between the insurance carriers and the agency clients. A friendly customer-service oriented personality and a positive, cooperative attitude are paramount. Personal Lines Account Managers are responsible for processing all policy paperwork as well as data gathering, policy quoting and issuance, over the phone and walk-ins. Timely response to request for quotes and placement of business is vital to the insurance agency objective of providing consistently excellent customer service to prospects and clients. Attention to detail and excellent organizational and time management skills are a must.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:
  • Process all renewals, endorsements, cancellations, confirmation of cancellations, address changes, return premium checks and any other miscellaneous mail received from clients or carriers.
  • Review new business policies for accuracy before mailing to clients.
  • Maintain records on policy changes.
  • Round out accounts by selling additional lines of coverage, reviewing and increasing liability limits and replacement cost value on property.
  • Refer coverage to other departments: life, health, commercial
  • Conduct account reviews, using mandatory review forms. 15 a month required, to improve retention and sell additional coverage.
  • Answer clients’ questions related to their coverage or policy status
  • Collect complete underwriting information from assigned clients/prospects.
  • Work with Commercial Lines Producers and outside producers on new and existing clients. Require those producers to follow the agency workflows (must have Data Sheet for all quotes and gather all information needed to process the quote/policy). Also quote and client call-in and walk-in business.
  • Collect and record new business deposit premium.
  • Utilize computerized rating software, including integrated rating and company web-sites.
  • Utilize software and Internet sites to gather motor vehicle reports, credit scoring, CLUE reports, photos and inspection reports to assist in front line underwriting.
  • Learn company guidelines to accurately quote new and renewal business.
  • Input client and underwriting information into the agency management system.
  • Assist with claims in the event of an emergency or national disaster.

Objectives/Performance Standards

  • Provide prompt and cooperative customer service to all prospects, clients and underwriters.
  • Provide consistent support and constructive feedback to supervisor and on a regular basis in an effort to promote efficient, error-free processing of new and renewal business.
  • Gather complete underwriting information utilizing standard quote sheets.
  • Process new and renewal policies, endorsements, cancellations, return premium checks, and other miscellaneous items according to agency procedures and workflows, efficiently and without error, keeping backlog to less than 15 days.
  • Prepare and present quotes within 2 days of receipt of request.
  • Back up other Account Managers on your team when they are out due to vacation, absenteeism or backlog.
  • Follow agency policies, procedures and workflows.

Minimum Qualifications (Knowledge, Skills, and Abilities)

  • Strong communication, organization, time management and technical skills.
  • Self-motivated with initiative, integrity and thoughtfulness.
  • Commitment to ongoing professional development through industry sponsored educational programs.
  • High School Diploma and Property & Casualty Insurance license required.

Office Equipment/Software Used

  • Windows-based desktop computer
  • Inter-office network; Internet access; e-mail - internally, with carriers, and with prospects/clients/others
  • Agency Management System and related programs
  • Comparative rating software
  • MVR, credit report, clue report software/website
  • Telephone; fax; copier; printer
  • Multi-media telephone system

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.

Commercial Lines Account Manager

Position Type: Full-Time
Reports To: Commercial Lines Supervisor
Location: Salisbury

Position Summary

The Commercial Lines Account Manager performs the essential functions of the position, which include aiding Producers and clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:
  • Provides technical support to Producers; specifically in analyzing client needs, coverage forms and quotations.
  • Submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
  • Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
  • Determines if direct or agency billing is appropriate and invoices accordingly.
  • Prepares summaries of insurance, schedules and proposals for word processing as needed.
  • Processes renewals in coordination with Producers according to agency procedures.
  • Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
  • Verifies policy and policy change information, facilitating corrections when necessary.
  • Processes incoming mail and phone requests, responding promptly and appropriately.
  • Determines reasons for requests for cancellations; acts to save accounts; notifies Producer.
  • Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
  • Identifies exposure to loss and recommends appropriate coverages in coordination with Producer.
  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Maintains a cordial and effective relationship with clients, co­workers, carriers, vendors and other business contacts.
  • Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
  • Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
  • Other duties as assigned

Minimum Qualifications (Knowledge, Skills, and Abilities)

  • Insurance experience: minimum of 8 years or 5 years in commercial lines.
  • Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
  • Ability to understand written and oral communication, and interpret abstract information.
  • Property, Casualty Agents License for at least 8 years.
  • Knowledge of insurance products and usage's.
  • Knowledge of insurance markets and reference to markets.
  • Knowledge of insurance rating and underwriting procedures.
  • Ability to carry out complex tasks with many concrete and abstract variables.
  • Familiarity with computer and word processing programs.
  • Field of vision must be adequate to observe up and down or right to left while eyes are fixed on a given point.
  • Ability to process written and other materials visually.
  • Strong communication, organization, time management and technical skills.
  • Self-motivated with initiative and thoughtfulness.
  • Capacity to balance multiple tasks and meet deadlines
  • Ability to use technology relevant to the company
  • Ability to multi task and be able to resolve problems
  • Full range of computer skills and must be comfortable using different software programs; ability to learn new programs
  • Strong written and verbal communication (to include phone) skills
  • Microsoft Word | Microsoft Excel | Email | Internet | Telephone |fax | copier |printer
  • Multi-media telephone system
  • Commitment to ongoing professional development through industry sponsored educational programs.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. Requires ability to receive detailed information through oral communication, perceiving the nature of sounds with no less than a 40 dB loss at 500Hz and 2000 Hz without correction.

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Avery Hall Insurance is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.

*The job description(s) in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in these positions. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.