Personal Lines Account Manager

LEI Cross Financial Corp; Bangor (ME); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) with match

Paid time off

and more

Job summary

LEI Cross Financial Corp in Bangor, ME seeks a dedicated Insurance Service Specialist to review personal accounts for coverage, maintain client relationships, and support new business development from existing accounts.

You will prepare applications, quotes, and policy documents, ensure data accuracy in the agency system, handle premium collections when needed, and collaborate with a team to hit production goals while upholding our community-focused values.

Qualifications

• Experience servicing personal accounts within an insurance agency.
• Thorough knowledge of personal lines coverages and markets.
• Experience with an electronic agency management system.
• Producer's license preferred.
• Experience with Excel and Word.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Responsibilities

• Review and analyze personal accounts for coverage, limits, etc., and make recommendations to clients.
• Develop and maintain relationships with clients to ensure service needs are met.
• Develop new business from existing accounts and assigned leads, contributing to departmental production goals.
• Gather information from clients and prepare applications regarding new/renewal coverage.
• Prepare policy quotes based on client's needs, rates and coverages.
• Prepare all transactions for assigned accounts (applications, invoices, forms).
• Maintain data accuracy in the agency management system.
• May handle collections of premiums due.
• Conduct business with understanding of company earnings implications.
• Keep informed of industry changes to support profit objectives.
• Other responsibilities as assigned by Manager.

Skills

Personal lines insurance

Client relationship management

Policy administration

Producer's license preferred

Excel and Word proficiency

Team collaboration & communication

Job description

Specific Responsibilities

• Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
• Develop and maintain relationships with clients to ensure that all service needs are met.
• Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
• Gather information from clients and prepare applications regarding new and/or renewal coverage.
• Prepare policy quotes based on client's needs, rates and coverages.
• Prepare all transactions for assigned accounts, i.e. applications, invoices, forms.
• Maintain the accuracy of data in the agency management system.
• May handle collections of premiums due.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
• Other responsibilities as assigned by Manager.

Qualifications

• Experience servicing personal accounts within an insurance agency.
• Thorough knowledge of personal lines coverages and markets.
• Experience with an electronic agency management system.
• Producer's license preferred.
• Experience with Excel and Word.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Compensation

Compensation: The base salary range for this role is $50,000-65,000 annually. Actual compensation will be based on factors including location, skills, experience, and internal equity.

Benefits

• medical
• dental
• vision
• 401(k) with match
• paid time off
• and more

Family Owned

From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, we've grown rapidly over the past 65 years. We've still held on to our core values of integrity, hard work, and dedication, and are still privately held.

Our offices inspire a culture of community by supporting causes they stand behind. From fundraising for local food banks, to volunteering at after school programs, we're proud of the many ways our offices find to give back. Initiatives vary from branch to branch to better serve the individual communities they are located in.