Personal Lines Middle Market Account Manager

Woodrow Cross•Westport, CT

4d•Onsite

About The Position

The Cross Family of Agencies is seeking a talented and experienced Personal Lines Middle Market Account Manager. This role is responsible for the retention, upselling, and cross-selling of an assigned book of Personal Lines business for accounts under $15k in premium. The Account Manager must work independently and proactively, managing all aspects of account management and servicing, including handling client questions, requests, and coverage reviews.

Requirements

Must have strong written, oral, and phone communication skills.
Must have the ability to understand and analyze insurance coverage and policy forms.
EPIC knowledge preferred.
Working knowledge of Microsoft Office (Word, Excel, Outlook, MS Teams).
Working knowledge/experience with quoting in and servicing the following carrier platforms: Andover, Cincinnati, Hanover, Hartford, Mapfre, Narragansett, National General, Progressive, Safeco, Travelers, NFIP and Private Market Flood carriers and products.
Candidate must have exceptional time management skills, be able to organize, set, and maintain priorities and multitask in a fast-paced work environment.
Must excel with working independently and collaboratively as needed.
Maintain a Property & Casualty license.

Nice To Haves

EPIC knowledge preferred.

Responsibilities

Responsible for marketing submissions to carriers, including application preparation, loss analysis, and pre-underwriting of the risk for professional, quality new and renewal submissions.
Analyze and compare carrier quotes for proper coverage, terms, and conditions to present the best coverage solutions that meet the individual client’s needs.
Execute policy issuance, obtain pertinent signed applications, and follow up for download in the agency management system.
Support sales and growth objectives of the agency through cross-selling, up-selling, and retaining existing business.
Process incoming mail, faxes, emails, and underwriting requests.
Process policy change requests, issue Evidence of Insurance, ID Cards/Binders, etc.
Review Daily Communication Log and process changes/updates accordingly in the agency management system.
Ensure Open Activities are reviewed daily, kept up-to-date, and closed out accordingly.
Utilize EPIC Renewals Manager to address large rate increases on renewals and conduct Renewal Reviews with alternate solutions to ensure renewals are being reviewed/remarketed 30+ days in advance.
Establish and maintain good working relationships with company partners.
Prepare proposals and summaries of insurance as needed.
Maintain a high degree of accuracy in agency management and document management systems.
Handle all aspects of Personal Lines Property & Casualty Insurance (including E&S Policies, NFIP Flood, Private Market Flood).
Participate in any special projects at management’s request.
Provide a superior level of customer service to existing and prospective clients.
Maintain a Property & Casualty license along with keeping up with Continuing Education.