Personal Lines Account Manager

LEI Cross Financial Corp; Providence (RI); On-site; USD 60,000 - 70,000; Full time

Job summary

Cross Insurance is seeking a Personal Lines Account Manager to service personal lines policies and build strong relationships with clients, underwriters, and professionals. The role requires maintaining a valid Property & Casualty license with ongoing CE and proficiency in AMS360, Microsoft Office, and PL Rater.

You will service and sell insurance products, manage a book of business, and pursue sales goals.

Qualifications

• Bilingual preferred.
• Experience with personal lines is a plus.

Responsibilities

• Maintain a Property & Casualty license and complete Continuing Education.
• Follow Cross Basic Procedure Manual and Personal Lines Workflow Manual.
• Use only approved Action Codes in AMS360.
• Follow up on open suspense daily.
• Serve and sell personal insurance products to clients and prospects.
• Build and maintain relationships with underwriters, marketing reps, service centers, and claims reps.
• Provide quality customer service and proactively retain accounts.
• Stay updated on new insurance products and market trends.
• Analyze coverage and policy forms to advise clients.
• Meet annual sales goals.
• Handle Broker of Record letters for assigned book of business.

Skills

Bilingual

Tools

AMS360

Microsoft Office

PL Rater

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

• 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.

Qualifications

• Bilingual Preferred

Compensation

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.

Benefits

Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.

Company Culture

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.