Commercial Lines Account Manager

Cross Insurance

East Providence (RI)

On-site

USD 65,000 - 90,000

Full time

14 days+
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Job summary

Cross Insurance is seeking a Commercial Lines Account Manager for small business in a hybrid role with on-site Providence office. You will interact with existing and potential clients daily, manage a profitable book of business, and contribute to revenue goals.

Responsibilities include client advisement on coverage, account rounding, upselling, and delivering exceptional service across phone, in person, and email interactions. A Bachelor’s in Commercial Insurance is preferred.

Qualifications

  • Bachelor’s Degree or equivalent experience in the Commercial Insurance space.
  • Experience with AMS systems is a plus.
  • Strong customer service and communication skills (verbal and written).

Responsibilities

  • Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business by account rounding.
  • Promote and sell insurance products to meet brokerage revenue goals and round accounts.
  • Provide high-level customer service via phone, in person, email or written correspondence.
  • Assess client needs and advise on appropriate coverage levels and products.
  • Respond promptly to inquiries from customers and prospects.
  • Upsell additional product offerings to existing customers to grow the book of business.

Skills

AMS experience
Microsoft Office
Customer service
Communication skills

Education

Bachelor’s Degree in Commercial Insurance

Job description

## Commercial Lines Account ManagerApplyremote type: Hybrid - Onsite / 2 Days Remotelocations: US - RI - East Providencetime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR932**The Cross Family of Agencies welcomes you. We need your talent and expertise.**Position Title: Commercial Lines Account Manager- small business Position Summary: The Commercial Account Manager will , interact with existing & potential clients on a day-to-day basis Job Responsibilities: o Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business by account rounding o Contribute to brokerage revenue goals by promoting and selling insurance products and services, rounding accounts. o Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence o Assess client needs and provide advice on appropriate coverage levels and products. o Respond to telephone calls and correspondence from existing or potential customers in a timely manner o Provide all customers with the appropriate products to mitigate risks and maintain a profitable book of business. o Upsell additional product offerings to existing customers in order to increase sales opportunities and meet customer needs. o Respond to customer complaints and resolve issues o Provide after-sales customer service and maintain contact with customers, periodically reviewing their needs and updating their files. o Attend continuing industry training programs as well as obtain necessary designations. Qualifications: Education – Bachelor’s Degree or equivalent experience in the Commercial Insurance space Required Job Skills o A knowledge of Microsoft Office Suite , AMS experience a plus o Strong customer service skills and communication skills (both verbal and written).This position sits in Providence with ample parking at a brand new office.
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