Personal Lines Account Manager

Woodrow Cross•Beverly, MA

1d•Onsite

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 personal lines insurance policies (new and renewal) while creating and maintaining strong relationships with customers, underwriters, and other professionals. The position involves servicing and selling personal insurance products, providing quality customer service, and staying updated on industry trends and new products.

Requirements

Maintain a Property & Casualty license
Strong written, oral and phone communication skills
Working knowledge and/or experience with Applied, Microsoft Office (Word, Outlook, Teams), and PL Rater.

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.
Only using approved Action Codes in Applied-Epic.
Following up and completing open suspense’s daily.
Servicing and selling personal insurance products to prospective and existing clients.
Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims representatives).
Providing quality customer service to existing and prospective clients.
Proactively retaining accounts when applicable.
Staying up to date on new insurance products and market/industry trends.
The ability to understand and analyze insurance coverage and policy forms.
Organize, set, and maintain priorities.
Collecting payment information, uploading payments to various company websites, and recording activity notes in Applied.
Meeting annual sales goal.
Service an average size book of business.
Perform other duties as assigned.