Personal Lines Account Manager

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Paid time off

Job summary

Cross Insurance in Bangor, ME is seeking a Personal Lines Account Manager to service assigned personal insurance accounts, analyze coverage and limits, and respond to client needs. Build strong client relationships and contribute to growth from existing accounts and leads.

The role requires knowledge of personal lines, experience with an agency management system, and excellent communication and organizational skills. On-site position with competitive base salary and benefits package.

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 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.

Skills

Personal lines knowledge

Client service

Excel

Word

Interpersonal skills

Team player

Education

Producer license preferred

Tools

Agency management system

Job description

## Personal Lines Account ManagerApplyremote type: Not Remotelocations: US - ME - Bangortime type: Full timeposted on: Posted Todayjob requisition id: JR1367**The Cross Family of Agencies welcomes you. We need your talent and expertise.**The selected employee will provide quality service to assigned personal insurance accounts.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:** 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. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.