Personal Lines Account Manager

Cross Insurance; East Providence (RI); On-site; USD 60,000 - 70,000; 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 Rhode Island to service new and renewing personal lines policies and build strong relationships with clients, underwriters, and internal teams. The role requires maintaining a Property & Casualty license and ongoing CE, using AMS360 for workflow and coding, and meeting annual sales goals.

You will collaborate with marketing representatives, service centers, and claims teams while delivering quality customer service and growing a

Qualifications

• Strong written, oral and phone communication skills.

Responsibilities

• Service personal lines insurance policies (new and renewal) and maintain relationships with customers, underwriters and professionals.
• Maintain Property & Casualty license and continuing education obligations.
• Follow AMS 360 action codes and complete open suspense items daily.
• Service and sell personal insurance products to clients and prospective customers.
• Collect payments and upload to company websites; record activity in AMS360.
• Aim to meet annual sales goals and manage a book of business.

Skills

Communication skills

Tools

AMS360

Microsoft Office

PL Rater

Job description

The Cross Family of Agencies welcomes you. We need your talent and expertise.Personal Lines Account ManagerAccount 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 AMS 360.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 skillsOrganize, set, and maintain prioritiesWorking knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams), and PL Rater.Collecting payment information, uploading payments to various company websites, and recording activity notes in AMS360.Meeting annual sales goal.Following up on all ‘Broker of Record’ letters within your assigned book of business.Service an average size book of business.Perform other duties as assigned.Bilingual PreferredCompensation: The base salary range for this role is $60,000.00–$70,000.00 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.