Personal Lines Account Manager

LEI Cross Financial Corp; Wellesley (MA); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

medical

dental

vision

401(k) with match

paid time off

Job summary

The Cross Family of Agencies is seeking a Personal Lines Account Manager in Massachusetts. You will review and analyze personal accounts for coverage and limits, develop client relationships, and prepare applications for new and renewal coverage.

You should have knowledge of personal lines coverages, experience with an agency management system, and a Producer’s license. Strong communication and organizational skills are essential to support clients and meet production goals.

Qualifications

• Experience servicing personal accounts within an insurance agency.
• Thorough knowledge of personal lines coverages and markets.
• Experience with an electronic agency management system.
• Producer’s license.
• Experience with Excel and Word.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Responsibilities

• Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
• Develop and maintain relationships with clients to ensure that all service needs are met.
• Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
• Gather information from clients and prepare applications regarding new and/or renewal coverage.
• Prepare policy quotes based on client’s needs, rates and coverages.
• Prepare all transactions for assigned accounts, i.e. applications, invoices, forms.
• Maintain the accuracy of data in the agency management system.
• May handle collections of premiums due.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
• Other responsibilities as assigned by Manager.

Skills

Personal accounts experience

Client communication

Organizational skills

Teamwork

Industry knowledge

Education

Producer’s license

Tools

Excel

Word

Job description

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

Personal Lines Account Manager

Responsibilities

• Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
• Develop and maintain relationships with clients to ensure that all service needs are met.
• Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
• Gather information from clients and prepare applications regarding new and/or renewal coverage.
• Prepare policy quotes based on client’s needs, rates and coverages.
• Prepare all transactions for assigned accounts, i.e. applications, invoices, forms.
• Maintain the accuracy of data in the agency management system.
• May handle collections of premiums due.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
• Other responsibilities as assigned by Manager.

Qualifications

• Experience servicing personal accounts within an insurance agency.
• Thorough knowledge of personal lines coverages and markets.
• Experience with an electronic agency management system.
• Producer’s license.
• Experience with Excel and Word.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Compensation

The base salary range for this role is $70,000-$85,000. 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.

DISCLAIMER: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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.