Commercial Lines Account Manager

Woodrow Cross•East Providence, RI

19d•Onsite

About The Position

The Cross Family of Agencies welcomes you. We need your talent and expertise. Position Title: Commercial Lines Account Manager- small business Position Summary: The Commercial Account Manager will , interact with existing & potential clients on a day-to-day basis

Requirements

Education – Bachelor’s Degree or equivalent experience in the Commercial Insurance space
A knowledge of Microsoft Office Suite
AMS experience a plus
Strong customer service skills and communication skills (both verbal and written).

Responsibilities

Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business by account rounding
Contribute to brokerage revenue goals by promoting and selling insurance products and services, rounding accounts.
Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence
Assess client needs and provide advice on appropriate coverage levels and products.
Respond to telephone calls and correspondence from existing or potential customers in a timely manner
Provide all customers with the appropriate products to mitigate risks and maintain a profitable book of business.
Upsell additional product offerings to existing customers in order to increase sales opportunities and meet customer needs.
Respond to customer complaints and resolve issues
Provide after-sales customer service and maintain contact with customers, periodically reviewing their needs and updating their files.
Attend continuing industry training programs as well as obtain necessary designations.