Personal Lines Account Manager

Woodrow Cross•Riverside, CA

21h

About The Position

The Cross Family of Agencies is seeking a talented and experienced Personal Lines Account Manager. This role is primarily responsible for servicing policies (new and renewal) for personal customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters, and other professionals. The Account Manager will also be responsible for meeting sales goals and providing quality customer service.

Requirements

Strong written, oral and phone communication skills
Working knowledge/experience with an agency management system, Microsoft Word, Outlook and agency rating system.
Advanced knowledge of Microsoft Office Suite and understanding of social media platforms.
Proven experience selling.
Strong customer service skills and communication skills (both verbal and written).
Valid driver's license and reliable vehicle.

Responsibilities

Maintain a Property & Casualty license along with keeping up with Continuing Education
Understanding and following the Cross Basic Procedure Manual
Understanding and following the Personal Lines Workflow Manual
Making sure the correct Action Codes are being used
Meet sales goal
Suspense’s need to be followed up and taken care of on a daily basis
Service and sell personal insurance products to prospective and existing clients
Gather underwriting, pricing, and support data for preparation of quotes/proposals
Establish and maintain good working relationships with company sales representatives, service center, and underwriting and claim representatives
Provide quality customer service to existing accounts.
Proactively retain accounts, following up on Broker of record letters
Maintain familiarity with trends in the industry and new insurance products
Understand and analyze insurance coverage, forms and policies
Organize, set and maintain priorities
Take payment and note activity
Upload Payments various company websites
Perform other duties as assigned.