Personal Lines Account Manager

Woodrow CrossMarshfield, WI
9d$50,000 - $75,000

About The Position

Personal Lines Account Manager Cross Insurance - Join Our Team! Location: Marshfield, Massachusetts We’re growing and we have an exciting career opportunity that could be the perfect fit for you! If you’re a motivated, detail-oriented, and energetic professional, passionate about delivering top-notch customer service while working independently as part of a dynamic team, we’d love to hear from you! Why Join Cross Insurance? Be part of a thriving family-owned company that’s grown from humble beginnings to one of the largest insurance providers in New England. For over 65 years, we’ve held firm to our values of integrity, dedication, and community involvement. From supporting local food banks to organizing volunteer programs, we are deeply invested in the communities we serve. About the Role: We are seeking an Account Manager with experience in Personal Lines insurance who will guide our clients through every step of the process. In this role, you will play a key part in providing a seamless, customer-centric experience.

Requirements

  • 2+ years of Personal Lines experience in an agency setting
  • A valid P&C (Property and Casualty) license
  • Strong knowledge of Applied EPIC Agency Management System
  • A passion for learning, growth, and delivering outstanding customer service

Responsibilities

  • Guide prospects and insureds through the new business process
  • Review accounts for appropriate and proper coverage
  • Review and update renewals regularly
  • Upsell and cross-sell personal lines of accounts
  • Resolve issues by following up with clients and carriers
  • Manage new and renewal registration procedures
  • Maintain organized electronic records and files

Benefits

  • Full-time position with stable hours and room to grow
  • Competitive salary aligned with your experience
  • Generous paid time off (PTO) to help you maintain a healthy work-life balance
  • Comprehensive benefits package: Health Insurance, Life Insurance, Disability, Dental, 401(k), and more
  • Ongoing opportunities for career growth and development
  • The chance to be part of a family-oriented and supportive work environment

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

1,001-5,000 employees

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