Personal Lines Account Manager

Cross Insurance; Beverly (MA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Paid time off

Job summary

Cross Insurance is seeking a Personal Lines Account Manager in Massachusetts to service personal lines policies, maintain relationships with clients, underwriters, and colleagues, and achieve sales goals.

You will manage a book of business, stay current on insurance products and market trends, and use Applied-Epic and PL Rater along with Microsoft Office to process payments and notes. Competitive compensation and a solid benefits package are provided.

Qualifications

• Maintains Property & Casualty license and CE requirements.
• Follows Cross Basic Procedure Manual and Personal Lines Workflow Manual.
• Uses approved Action Codes in Applied-Epic and records activity notes.

Responsibilities

• Service personal lines insurance policies (new and renewal).
• Build and maintain relationships with clients, underwriters, and colleagues.
• Meet annual sales goals and manage a book of business.

Skills

Account management

Customer service

Communication skills

Sales targets

Insurance knowledge

Education

Property & Casualty license

Tools

Applied-Epic

PL Rater

Microsoft Office

Job description

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Personal Lines Account Manager

Account Managers

are primarily responsible for servicing personal lines insurance policies (new and renewal) while creating and maintaining strong relationships with customers, underwriters, and other professionals.

Duties of an Account Manager include but are not limited to :

• Maintain a Property & Casualty license along with keeping up with Continuing Education.
• Understanding and following the Cross Basic Procedure Manual.
• Understanding and following the Personal Lines Workflow Manual.
• Only using approved Action Codes in Applied-Epic.
• Following up and completing open suspense’s daily.
• Servicing and selling personal insurance products to prospective and existing clients.
• Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims representatives).
• Providing quality customer service to existing and prospective clients.
• Proactively retaining accounts when applicable.
• Staying up to date on new insurance products and market/industry trends.
• The ability to understand and analyze insurance coverage and policy forms.
• Strong written, oral and phone communication skills
• Organize, set, and maintain priorities
• Working knowledge and/or experience with Applied, Microsoft Office (Word, Outlook, Teams), and PL Rater.
• Collecting payment information, uploading payments to various company websites, and recording activity notes in Applied.
• Meeting annual sales goal.
• Service an average size book of business.
• Perform other duties as assigned.

Compensation: The base salaryrangefor this role is $50,000.00–$60,000.00 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.

DISCLAIMER:

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.