Personal Lines Account Manager

Crossagency; Beverly, Northern (MA, KY); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with match

Paid time off

Job summary

Cross Family of Agencies in Beverly, MA is seeking a Personal Lines Account Manager to service personal lines policies, maintain client relationships, and support underwriters and claims representatives.

Responsibilities include maintaining a Property & Casualty license with CE, using Applied Epic and PL Rater, processing payments, and achieving annual sales goals while delivering quality customer service. This on-site role offers a base salary with benefits.

Qualifications

• Maintain a Property & Casualty license and complete CE credits.
• Service and sell personal insurance products to clients.
• Strong written, oral, and phone communication skills.
• Familiar with Applied Epic and PL Rater.
• Meet annual sales goals.

Responsibilities

• Service a book of business with renewals and new policies.
• Build relationships with customers, underwriters, and centers of practice.
• Process payments and update activity notes in Applied.
• Stay current on products and market trends.

Skills

P&C License

Customer Service

Communication Skills

Organizational Skills

Sales/Retention

Education

Insurance Continuing Education

Tools

Applied Epic

PL Rater

Microsoft Office

Job description

## Personal Lines Account ManagerApplylocations: US - MA - Beverlytime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR1311**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 salary range for 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.