Personal Lines Account Manager

LEI Cross Financial Corp; Riverside (CT); On-site; USD 50,000 - 70,000; Full time

Job summary

LEI Cross Financial Corp in Greenwich, Connecticut is looking for an experienced Account Manager in the Personal Lines Department. The role involves maintaining client relationships, processing account changes, and providing tailored service to enhance clients' insurance programs.

Ideal candidates will possess strong communication, organizational, and problem-solving skills. A Connecticut Property and Casualty license is required. Join a dynamic team where you can make a significant impact on client satisfaction and financial security.

Qualifications

• Exemplary communication skills and inquisitive nature are essential.
• Experience in maintaining a personal insurance program.
• Ability to advise clients on asset protection.

Responsibilities

• Maintain primary relationships and serve as the point of contact for clients.
• Process changes and conduct account reviews.
• Educate clients on benefits of adequate insurance limits.

Skills

Strong communication skills (written and verbal)

Strong organizational skills

Ability to prioritize

Excellent problem solving skills

Inquisitive nature

Broad technical insurance knowledge

Team player

Strong pro-active service mentality

Strong persuasive drive

Self-starter

Self-motivated

Pride in work

Knowledge of Microsoft Office

Education

CT Property and Casualty license

Job description

Account Manager Position overview

Account Managers in the Personal Lines Department are tasked with maintaining the primary relationship and being a point of contact with our clients once an account is established. They are experienced, knowledgeable insurance professionals who assist our clients in maintaining a current personal insurance program.

In order to pro-actively and re-actively service our accounts, they must have exemplary communication skills and be inquisitive in nature to uncover exposures for our clients. Account Managers process changes, conduct account reviews, take first claim reports, solve issues as appropriate and advise the clients on how best to protect their assets.

They are expected to round accounts and cross-sell business with both our Commercial and Financial Services departments to assist in expanding our relationship with our existing clients. In advising our clients, they must educate whenever possible on the benefits of carrying sufficient limits for their homes, automobiles, valuables and other assets to adequately protect them from physical loss. Additionally, education on liability exposures is vital to protecting those assets and stabilizes their financial security.

Skills and Abilities

• Strong communication skills (written and verbal)
• Strong organizational skills
• Ability to prioritize
• Excellent problem solving skills
• Inquisitive nature
• Broad technical insurance knowledge
• Team player
• Strong pro-active service mentality
• Strong persuasive drive
• Self-starter
• Self-motivated
• Pride in work
• Knowledge of Microsoft Office (Outlook, Calendar, Word, Excel) is beneficial
• CT Property and Casualty license will be required