Personal Lines Account Manager
About The Position
The Cross Family of Agencies is seeking a talented and expert Account Specialist to join their boutique insurance agency specializing in affluent and highly successful clientele. The role involves creating long-term, trusting relationships with clients, overseeing a portfolio of assigned customers, and meeting their overall insurance needs. The Account Specialist will liaise with internal teams and partner companies to provide prompt, accurate, and courteous service, maintaining a positive customer experience. Ideal candidates are familiar with insurance agency management systems, possess strong client communication skills, understand consumer behavior, and thrive in a fast-paced environment while keeping clients satisfied and engaged.
Requirements
- Proven work experience as a personal lines Account Manager
- Experience delivering client-focused solutions to customer needs
- Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
- Strong verbal and written communication skill
- Active Property and Casualty Producers license
- Ability to work well with others
- Solid experience with Agency Management software (AMS 360 preferred) and MS Office
Nice To Haves
- AMS360 management system experience
- Working knowledge of management and quoting systems for company partners (Chubb, PURE, Cincinnati, Berkley One, Travelers, Hanover, etc.)
- Working knowledge of MS Word, Excel, Power Point and the internet
Responsibilities
- Serve as the lead point of contact for all customer account management matters
- Build and maintain strong, long-lasting client relationships
- Service assigned portfolio of personal lines insurance accounts for clients new home and car purchases, renewal account reviews, endorsement requests, cancellations, etc.
- Ensure the timely and successful delivery of solutions according to customer needs and objectives
- Re-market accounts when appropriate
- Maintain client activity in the agency management system
- Develop new business with existing clients and identify areas of improvement and account rounding
- Remain current on knowledge of coverage, policy forms and rates to effectively address customer’s insurance needs
- Collaborate with our team and maintain good relationships with carrier underwriters and any partner staff
Benefits
- medical
- dental
- vision
- 401(k) with match
- paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
