Personal Lines Account Manager

Woodrow Cross•East Providence, RI

About The Position

The Personal Lines Account Manager services new and renewal personal lines insurance policies while building and maintaining strong relationships with customers, underwriters, and other professionals. The role includes servicing and selling personal insurance products to prospective and existing clients, providing quality customer service, proactively retaining accounts where applicable, and meeting an annual sales goal. The Account Manager also maintains a Property & Casualty license and keeps up with continuing education; follows the Cross Basic Procedure Manual and Personal Lines Workflow Manual; uses only approved Action Codes in AMS 360; and completes open suspense items daily. Additional work includes collecting payment information, uploading payments to company websites, recording activity notes in AMS360, following up on Broker of Record letters within the assigned book of business, servicing an average-size book of business, and performing other duties as assigned.

Requirements

Maintain a Property & Casualty license and keep up with continuing education.
Understand and follow the Cross Basic Procedure Manual and Personal Lines Workflow Manual.
Understand and analyze insurance coverage and policy forms.
Have strong written, oral, and phone communication skills.
Be able to organize, set, and maintain priorities.
Have working knowledge of and/or experience with AMS360, Microsoft Office (Word, Outlook, and Teams), and PL Rater.

Nice To Haves

Bilingual ability is preferred.

Responsibilities

Service new and renewal personal lines insurance policies.
Service and sell personal insurance products to prospective and existing clients.
Provide quality customer service and proactively retain accounts when applicable.
Maintain a Property & Casualty license and complete continuing education.
Follow the Cross Basic Procedure Manual and Personal Lines Workflow Manual.
Use only approved Action Codes in AMS 360.
Follow up on and complete open suspense items daily.
Build and maintain working relationships with company personnel, including underwriters, marketing representatives, company service center staff, and claims representatives.
Stay up to date on new insurance products and market and industry trends.
Collect payment information, upload payments to company websites, and record activity notes in AMS360.
Meet the annual sales goal.
Follow up on all Broker of Record letters within the assigned book of business.
Service an average-size book of business.
Perform other duties as assigned.