Personal Lines Account Manager

LEI Cross Financial Corp; Village of Pelham (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) with match

Paid time off

Job summary

Cross Insurance is seeking a Personal Lines Account Manager to service policies for individual customers and maintain strong relationships with customers, underwriters, and professionals.

Responsibilities include responding to inquiries, following up for quotes, preparing renewal summaries, and creating new policy issuance instructions. The role requires in-depth knowledge of insurance coverages and products, with strong sales and customer service skills.

Qualifications

• Advanced knowledge of Microsoft Office Suite and understanding of social media platform.
• Proven experience selling.
• Strong customer service skills and communication skills (both verbal and written).

Responsibilities

• Serves policies (new and renewal) for individual customers.
• Maintains relationships with customers, underwriters and professionals.
• Responds to customer inquiries and coverage questions.
• Prepares renewal summaries and proposals.
• Produces binders for new accounts and renewals.
• Manages processing instructions for policies as needed.
• Pursues prompt payment of agency bills and handles cancellations as required.

Skills

Microsoft Office

Customer service

Communication skills

Sales experience

Job description

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

Personal Lines Account Manager

Account Managers are primarily responsible for servicing policies (new and renewal) for individual customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals.

Duties of an Account Manager include, but are not limited to:

• Understand the daily business operations and basic exposures of our customers.
• Respond to customer inquiries including coverage questions, requests for documentation with direction of the Account Executive
• Follow-up with underwriters for the timely receipt of quotes.
• Respond to requests from underwriters.
• Produce binders for New Accounts
• Answer questions posed by CSRs
• Facilitate audit disputes.
• Pursue prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines.
• Refer customers to other branches of Cross Insurance- Employee Benefits, Personal Lines, etc.
• Collect applications and underwriting information from Account Executive (AE) as necessary to market new and renewal policies. Assist AE in completing these items if possible.
• Complete “Yes” or “No” sections of PL Checklist.
• Add Master COIs & EPIs when new accounts are written
• Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
• Provide CSR with instructions for processing new and renewal policies utilizing the Processing Instructions Guideline (PIG) worksheet. (If needed)
• Meet with AE monthly to review marketing instructions.
• Prepare renewal summaries and proposals
• Prepare new business submissions and proposals
• Has In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients with very little direction of Account Executive
• Visit clients as necessary as a proxy for Account Executive
• Assist in soliciting increases in coverage (Round out accounts)
• Handles Large Complex Accounts
• 5 or more years Experience
• Can provide an Analysis of Coverage Attain CE credits as necessary for licensing

Required Job Skills

• Advanced knowledge of Microsoft Office Suite and understanding of social media platform
• Proven experience selling.
• Strong customer service skills and communication skills (both verbal and written).

Compensation

The base salary range for this role is $70,000–$90,000. Actual compensation will be based on factors including location, skills, experience, and internal equity.

Benefits

• medical
• dental
• vision
• 401(k) with match
• paid time off
• and more

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.