Commercial Lines Account Manager

Woodrow CrossEast Providence, RI
19dOnsite

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.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

1,001-5,000 employees

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