Personal Lines Account Manager

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

Job summary

Cross Insurance is seeking a Personal Lines Account Manager in Massachusetts to provide quality service to assigned personal insurance accounts. You will review and analyze accounts for coverage, develop client relationships, and contribute to meeting production goals.

The role requires knowledge of personal lines, experience with an agency management system, and a Producer’s license. Proficiency in Excel and Word, along with strong organizational and communication skills, is essential.

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.

Skills

Organizational skills

Interpersonal communication

Teamwork

Education

Producer’s license

Tools

Excel

Word

Agency management system

Job description

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

Personal Lines Account Manager

The selected employee will provide quality service to assigned personal insurance accounts.

Specific 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 salaryrangefor this role is $70,000-$85,000. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including 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.