Personal Lines Account Manager

Cross Insurance•Lewiston, ME

18h•$19 - $21•Onsite

About The Position

Personal Lines Account Managers are primarily responsible for servicing personal lines insurance policies (new and renewal) while creating and maintaining strong relationships with customers, underwriters and other professionals. The successful Personal Lines Account Manager candidate will be reliable, detail-oriented, have good time management skills, be able to multi-task & prioritize, be a self-starter/be able to work independently and also be able to collaborate well in a team environment. Duties of an Account Manager include but are not limited to: Maintain a Property & Casualty license and keep up with Continuing Education. Understand and follow the Cross Basic Procedure Manual. Understand and follow the Personal Lines Workflow Manual, using only approved Action Codes in AMS 360. Follow up and complete open Suspense items daily. Establish & maintain good working relationships with company personnel (teammates, underwriters, marketing representatives and carrier service & claims representatives). Provide quality customer service to existing and prospective clients by discussing coverage needs, generating quotes and processing policy changes as needed. Develop new business from existing accounts and assigned leads to contribute to meeting departmental production goals and individual sales goals. Proactively retain accounts. Stay up-to-date on new insurance products and market/industry trends. An ability to understand and analyze insurance coverages and policy forms. Strong written, oral and phone communication skills. Organize, set and maintain priorities. Have a working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams), and PL Rater. Collect payment information, upload payments to various company websites & record activity notes in AMS360. Submit loss notices to carriers and follow up for claim acknowledgements. Follow up on any ‘Broker of Record’ letters within your assigned book of business. Perform other duties as assigned.

Requirements

High school diploma or equivalent.
Must hold your Maine Property & Casualty Producer Resident License, or be willing to obtain it within three months.

Nice To Haves

Higher education or certifications are a plus.
Prior insurance office or account management experience preferred.

Responsibilities

Maintain a Property & Casualty license and keep up with Continuing Education.
Understand and follow the Cross Basic Procedure Manual.
Understand and follow the Personal Lines Workflow Manual, using only approved Action Codes in AMS 360.
Follow up and complete open Suspense items daily.
Establish & maintain good working relationships with company personnel (teammates, underwriters, marketing representatives and carrier service & claims representatives).
Provide quality customer service to existing and prospective clients by discussing coverage needs, generating quotes and processing policy changes as needed.
Develop new business from existing accounts and assigned leads to contribute to meeting departmental production goals and individual sales goals.
Proactively retain accounts.
Stay up-to-date on new insurance products and market/industry trends.
An ability to understand and analyze insurance coverages and policy forms.
Strong written, oral and phone communication skills.
Organize, set and maintain priorities.
Have a working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams), and PL Rater.
Collect payment information, upload payments to various company websites & record activity notes in AMS360.
Submit loss notices to carriers and follow up for claim acknowledgements.
Follow up on any ‘Broker of Record’ letters within your assigned book of business.
Perform other duties as assigned.