Personal Lines Account Manager: Client Relationships & Growth

LEI Cross Financial Corp; Riverside (CT); On-site; USD 50,000 - 70,000; Full time

Job summary

LEI Cross Financial Corp in Greenwich, Connecticut is looking for an experienced Account Manager in the Personal Lines Department. The role involves maintaining client relationships, processing account changes, and providing tailored service to enhance clients' insurance programs.

Ideal candidates will possess strong communication, organizational, and problem-solving skills. A Connecticut Property and Casualty license is required. Join a dynamic team where you can make a significant impact on client satisfaction and financial security.

Qualifications

• Exemplary communication skills and inquisitive nature are essential.
• Experience in maintaining a personal insurance program.
• Ability to advise clients on asset protection.

Responsibilities

• Maintain primary relationships and serve as the point of contact for clients.
• Process changes and conduct account reviews.
• Educate clients on benefits of adequate insurance limits.

Skills

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

Education

CT Property and Casualty license

Job description

LEI Cross Financial Corp in Greenwich, Connecticut is looking for an experienced Account Manager in the Personal Lines Department. The role involves maintaining client relationships, processing account changes, and providing tailored service to enhance clients' insurance programs.

Ideal candidates will possess strong communication, organizational, and problem-solving skills. A Connecticut Property and Casualty license is required. Join a dynamic team where you can make a significant impact on client satisfaction and financial security.