Personal Lines Account Manager

Cross Insurance; Beverly (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

Cross Insurance in Beverly, MA is seeking a Personal Lines Account Manager to guide clients through every step of the process, ensuring a seamless, customer-centric experience.

The role emphasizes developing relationships, preparing quotes, managing data in the agency system, and contributing to production goals while staying current with industry changes. A Producer license is preferred, with 90 days to obtain if not held.

Qualifications

• Experience servicing personal accounts within an insurance agency.
• Thorough knowledge of personal lines coverages and markets.
• Producer’s license preferred; if none, obtain within 90 days of employment.
• Experience with Excel and Word.
• Excellent organizational, interpersonal, and communication skills.

Responsibilities

• Review and analyze personal accounts for coverage, limits, etc., and make recommendations.
• Develop and maintain relationships with clients to ensure service needs are met.
• Develop new business from existing accounts and leads to meet production goals.
• Gather information from clients and prepare applications for new/renewal coverage.
• Prepare policy quotes based on client needs, rates and coverages.
• Prepare transactions for assigned accounts (applications, invoices, forms).
• Maintain data accuracy in the agency management system.
• May handle premium collections and stay informed on industry trends.

Skills

Client relations

Insurance knowledge

Attention to detail

Communication

Education

Producer license preferred

Tools

Excel

Agency management system

Word

Job description

## Personal Lines Account ManagerApplylocations: US - MA - Beverlytime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR1140**The Cross Family of Agencies welcomes you. We need your talent and expertise.**We’re growing and we have an exciting career opportunity that could be the perfect fit for you! If you’re a motivated, detail-oriented, and energetic professional, passionate about delivering top-notch customer service while working independently as part of a dynamic team, we’d love to hear from you!Why Join Cross Insurance?Be part of a thriving family-owned company that’s grown from humble beginnings to one of the largest insurance providers in New England. For over 65 years, we’ve held firm to our values of integrity, dedication, and community involvement. From supporting local food banks to organizing volunteer programs, we are deeply invested in the communities we serve.About the Role:We are seeking an Account Manager with experience in Personal Lines insurance who will guide our clients through every step of the process. In this role, you will play a key part in providing a seamless, customer-centric experience.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.* 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- if none, obtain within 90 days of employment* Experience with Excel and Word* Excellent organizational, interpersonal, communication skills and ability to work in a team environmentDISCLAIMER:It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.