Personal Lines Account Manager

LEI Cross Financial Corp; Providence (RI); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading insurance provider in New England is seeking a Personal Lines Account Manager to service and sell personal insurance products. The role involves maintaining strong customer relationships, meeting sales goals, and staying updated on industry trends. Candidates should possess strong communication skills and relevant experience.

Qualifications

• Maintain a Property & Casualty license and complete Continuing Education.
• Strong written, oral, and phone communication skills are essential.
• Experience with AMS360 and Microsoft Office is preferred.

Responsibilities

• Service personal lines insurance policies and maintain customer relationships.
• Meet annual sales goals and provide quality customer service.
• Stay updated on new insurance products and market trends.

Skills

Communication

Customer Service

Organizational Skills

Analytical Skills

Education

Property & Casualty License

Tools

AMS360

Microsoft Office

PL Rater

Job description

Personal Lines Account Manager page is loaded

Personal Lines Account Manager

Apply remote type 2 Days Remote locations US - RI - East Providence time type Full time posted on Posted 30+ Days Ago job requisition id JR908

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

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 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 skills

• Organize, set, and maintain priorities
• Working 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.

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Family Owned

From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, we’ve grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held.

Our offices inspire a culture of community by supporting causes they stand behind. From fundraising for local food banks, to volunteering at after school programs, we’re proud of the many ways our offices find to give back. Initiatives vary from branch to branch to better serve the individual communities they are located in.