Personal Lines Account Manager

Woodrow Cross•Beverly, MA

About The Position

The Cross Family of Agencies welcomes you. We need your talent and expertise. 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

Experience servicing personal accounts within an insurance agency
Thorough knowledge of personal lines coverages and markets
Experience with an electronic agency management system.
Producer’s license preferred- if none, obtain within 90 days of employment
Experience with Excel and Word
Excellent organizational, interpersonal, communication skills and ability to work in a team environment

Responsibilities

Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
Develop and maintain relationships with clients to ensure that all service needs are met.
Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
Gather information from clients and prepare applications regarding new and/or renewal coverage.
Prepare policy quotes based on client’s needs, rates and coverages.
Prepare all transactions for assigned accounts, i.e. applications, invoices, forms.
Maintain the accuracy of data in the agency management system.
May handle collections of premiums due.
Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
Other responsibilities as assigned by Manager.