Personal Lines Account Manager

Woodrow Cross•Pelham, AL

3d•$70,000 - $90,000

About The Position

From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, Cross Insurance has grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held. We’re looking for the best talent to build our team, and offer highly competitive salaries and a comprehensive benefits package that includes: 401(k) Group Life/Supplemental Life Group Dental Group Vision Group Medical Short-term/Long-term Disability Medical & Dependent Care Reimbursement Education Reimbursement Opportunities Professional Work Environment Paid Holidays Continuing Education Account Managers are primarily responsible for servicing policies (new and renewal) for individual customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals.

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.

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
Attain CE credits as necessary for licensing