Personal Lines Account Manager

Cross Insurance; Riverside (CT); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Cross Insurance in Greenwich, CT, is seeking a Personal Lines Account Manager to maintain the primary client relationship after a policy is established. You’ll service accounts, process changes, conduct reviews, and handle first claim reports with a proactive service mindset.

You’ll work to educate clients on sufficient limits, asset protection, and liability exposures while collaborating with Commercial and Financial Services to expand relationships across our private client book.

Qualifications

• Strong communication skills (written and verbal).
• Strong organizational skills.
• Ability to prioritize.
• Excellent problem solving skills.
• Inquisitive nature.
• Broad technical insurance knowledge.
• Team player.
• Pro-active service mindset.
• Self-starter.
• Self-motivated.
• Pride in work.
• CT Property and Casualty license will be required.

Responsibilities

• Maintain the primary relationship and be the point of contact with clients after an account is established.
• Pro-actively and re-actively service accounts; process changes.
• Conduct account reviews and take first claim reports.
• Solve issues as appropriate and advise clients on protecting assets.
• Educate on adequate coverage limits and liability exposures.
• Cross-sell with Commercial and Financial Services to expand relationships.
• Collaborate to expand the private client book across departments.

Skills

Strong communication

Strong organizational skills

Ability to prioritize

Excellent problem solving skills

Inquisitive nature

Broad technical insurance knowledge

Team player

Strong pro-active service mentality

Self-starter

Self-motivated

Pride in work

Tools

Microsoft Office

Job description

## Personal Lines Account ManagerApplylocations: US - CT - Riversidetime type: Full timeposted on: Posted 30+ Days Agojob requisition id: JR849**The Cross Family of Agencies welcomes you. We need your talent and expertise.****Cross Private Client- Greenwich Personal Lines Account manager**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### About Us**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.