Personal Lines Account Manager

Cross Insurance•Pelham, NY

6d•$70,000 - $90,000

About The Position

The Cross Family of Agencies is seeking a talented and experienced Personal Lines Account Manager. This role is primarily responsible for servicing policies (new and renewal) for individual customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters, and other professionals. The Account Manager will possess in-depth technical knowledge of insurance coverages and products to advise clients with minimal direction from the Account Executive, and may handle large complex accounts.

Requirements

5 or more years Experience
Advanced knowledge of Microsoft Office Suite and understanding of social media platform
Proven experience selling.
Strong customer service skills and communication skills (both verbal and written).

Nice To Haves

Has In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients with very little direction of Account Executive
Visit clients as necessary as a proxy for Account Executive
Assist in soliciting increases in coverage (Round out accounts)
Handles Large Complex Accounts
Can provide an Analysis of Coverage

Responsibilities

Understand the daily business operations and basic exposures of our customers.
Respond to customer inquiries including coverage questions, requests for documentation with direction of the Account Executive.
Follow-up with underwriters for the timely receipt of quotes.
Respond to requests from underwriters.
Produce binders for New Accounts.
Answer questions posed by CSRs.
Facilitate audit disputes.
Pursue prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines.
Refer customers to other branches of Cross Insurance- Employee Benefits, Personal Lines, etc.
Collect applications and underwriting information from Account Executive (AE) as necessary to market new and renewal policies. Assist AE in completing these items if possible.
Complete “Yes” or “No” sections of PL Checklist.
Add Master COIs & EPIs when new accounts are written.
Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order).
Provide CSR with instructions for processing new and renewal policies utilizing the Processing Instructions Guideline (PIG) worksheet. (If needed).
Meet with AE monthly to review marketing instructions.
Prepare renewal summaries and proposals.
Prepare new business submissions and proposals.
Advise clients with very little direction of Account Executive due to in-depth technical knowledge of insurance coverages & products.
Visit clients as necessary as a proxy for Account Executive.
Assist in soliciting increases in coverage (Round out accounts).
Handles Large Complex Accounts.
Provide an Analysis of Coverage.
Attain CE credits as necessary for licensing.