Personal Lines Account Manager

Woodrow Cross•Pelham, NY

3d•Onsite

About The Position

The Cross Family of Agencies is seeking a talented and experienced Personal Lines Account Manager. With a history spanning over 65 years, Cross Insurance has grown to become one of the largest insurance providers in New England while maintaining its core values of integrity, hard work, and dedication. As a privately held company, we are committed to building a strong team and offer competitive salaries and a comprehensive benefits package. This role is primarily responsible for servicing individual customer policies (new and renewal) and fostering strong relationships with customers, underwriters, and other professionals. The ideal candidate will possess in-depth technical knowledge of insurance coverages and products, enabling them to advise clients with minimal direction from an Account Executive. They will also handle large, complex accounts and may visit clients as a proxy for the Account Executive.

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).
Valid driver’s license and reliable vehicle.
Attain CE credits as necessary for licensing

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.
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.