Personal Lines Account Manager

LEI Cross Financial Corp; Portland (ME); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) with match

Paid time off

Job summary

LEI Cross Financial Corp in Portland, ME is seeking an Account Manager for Personal Lines to service assigned personal insurance accounts and support client needs.

Responsibilities include reviewing accounts, developing client relationships, preparing applications and quotes, maintaining data in the agency management system, and collaborating with the team. Base salary ranges from $55,000 to $65,000 annually with medical, dental, vision, 401(k) with match, paid time off, and more.

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.
• 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 (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 relationship management

Organizational skills

Interpersonal communication

Team collaboration

Excel and Word

Tools

Agency management system

Job description

Account Manager – Personal Lines

Location: Portland, ME Office. Join our Personal Lines team to provide quality service to assigned personal insurance accounts.

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 (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.
• Experience with Excel and Word.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Compensation & Benefits

Base salary range: $55,000–$65,000 annually. Actual compensation will be based on factors including location, skills, experience, and internal equity.

Benefits: medical, dental, vision, 401(k) with match, paid time off, and more.