Personal Lines Account Manager

CROSS POINTE INSURANCE ADVISORS, LLC; Siloam Springs (AR); Presencial; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

CROSS POINTE INSURANCE ADVISORS, LLC is seeking a Personal Lines Account Manager for a full-time, on-site role in Siloam Springs, AR. You will service personal insurance accounts, process changes, renewals, coverage reviews, and respond to client inquiries.

Responsibilities include preparing quotes, processing applications, monitoring policy status, assisting with claims reporting, and coordinating with producers and carriers to ensure accurate coverage and timely resolutions.

Formación

• Experience in personal insurance products and ability to explain options to clients.
• Strong account management skills: organize client info, multi-policy handling.
• Customer service oriented with responsiveness and clear communication.
• Attention to detail and accuracy in documentation, confidentiality of client data.

Responsabilidades

• Service day-to-day personal insurance accounts: policy changes, renewals, coverage reviews.
• Prepare quotes and process applications; monitor policy status and follow up on inquiries.
• Assist clients with claims reporting and coordinate with producers and carriers for accurate placement.

Conocimientos

Personal Insurance knowledge

Account Management

Customer Service

Attention to detail

Confidentiality

Team collaboration

Educación

High school diploma or equivalent

Property & Casualty license preferred

Herramientas

Agency management system

Descripción del empleo

Company Description CROSS POINTE INSURANCE ADVISORS, LLC is an insurance firm headquartered in Fort Smith, Arkansas, serving individuals and businesses across the region. The organization focuses on delivering personalized insurance solutions and advisory services to meet diverse coverage needs. Team members work in a professional, client-centered environment that emphasizes trust, responsiveness, and long-term relationships. The company values integrity and reliability, offering opportunities for growth within the insurance and risk management field.

Role Description The Personal Lines Account Manager is a full-time, on-site role based in Siloam Springs, AR. In this position, the Account Manager will handle day-to-day servicing of personal insurance accounts, including policy changes, renewals, coverage reviews, and responding to client inquiries. The role includes preparing quotes, processing applications, monitoring policy status, and assisting clients with claims reporting and follow-up. The Account Manager will collaborate with producers and carriers to ensure accurate coverage placement and timely resolution of issues. The role also involves maintaining detailed account records, ensuring compliance with agency procedures, and providing proactive communication to support strong client relationships.

Qualifications

• Demonstrated expertise in Personal Insurance and Insurance products, with the ability to explain coverage options clearly to clients.
• Strong Account Management skills, including organizing client information, prioritizing tasks, and managing multiple policies efficiently.
• Customer Service abilities focused on responsiveness, problem-solving, and professional communication in person, by phone, and in writing.
• Understanding of Employee Benefits and related insurance offerings, or willingness to learn these product lines as needed.
• Attention to detail, accuracy in documentation, and comfort working with agency management systems and standard office software.
• Ability to work on-site in Siloam Springs, AR, collaborate with team members, and maintain confidentiality of client information.
• Prior experience in an insurance agency or related financial services environment is preferred; relevant state insurance license is highly beneficial.
• High school diploma or equivalent required; additional education or professional insurance certifications are a plus.