Personal Lines Account Manager
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 personal lines insurance policies (new and renewal) while creating and maintaining strong relationships with customers, underwriters, and other professionals. The position involves servicing and selling personal insurance products, providing quality customer service, and staying updated on insurance products and market trends. The company is a privately held, family-owned business with a strong history and core values of integrity, hard work, and dedication, operating across New England and actively involved in community support.
Requirements
- Maintain a Property & Casualty license
- Understanding and following the Cross Basic Procedure Manual.
- Understanding and following the Personal Lines Workflow Manual.
- Only using approved Action Codes in Applied-Epic.
- Strong written, oral and phone communication skills
- Working knowledge and/or experience with Applied, Microsoft Office (Word, Outlook, Teams), and PL Rater.
Nice To Haves
- Keeping up with Continuing Education.
Responsibilities
- Maintain a Property & Casualty license along with keeping up with Continuing Education.
- Understanding and following the Cross Basic Procedure Manual.
- Understanding and following the Personal Lines Workflow Manual.
- Only using approved Action Codes in Applied-Epic.
- Following up and completing open suspense’s daily.
- Servicing and selling personal insurance products to prospective and existing clients.
- Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims representatives).
- Providing quality customer service to existing and prospective clients.
- Proactively retaining accounts when applicable.
- Staying up to date on new insurance products and market/industry trends.
- The ability to understand and analyze insurance coverage and policy forms.
- Organize, set, and maintain priorities.
- Collecting payment information, uploading payments to various company websites, and recording activity notes in Applied.
- Meeting annual sales goal.
- Service an average size book of business.
- Perform other duties as assigned.
Benefits
- medical
- dental
- vision
- 401(k) with match
- paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
