Personal Lines Account Manager — Growth & Service

LEI Cross Financial Corp; United States; On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Paid time off

Job summary

LEI Cross Financial Corp is seeking a Personal Lines Account Manager to service personal lines insurance policies and build strong client relationships. The role requires maintaining a Property & Casualty license and excellent communication skills while working with underwriters and clients.

The successful candidate will be involved in servicing and selling insurance products, meeting sales goals, and providing outstanding customer service as part of a comprehensive benefits package.

Qualifications

• Maintain a Property & Casualty license and complete Continuing Education.
• Service and sell personal insurance products.
• Meet annual sales goals while providing quality customer service.

Responsibilities

• Maintain relationships with clients and underwriters.
• Follow company procedures and workflows.
• Proactively retain accounts when applicable.

Skills

Property & Casualty license maintenance

Insurance product knowledge

Customer service

Communication skills

Organizational skills

Experience with Applied and Microsoft Office

Tools

Applied

Microsoft Office (Word, Outlook, Teams)

PL Rater

Job description

LEI Cross Financial Corp is seeking a Personal Lines Account Manager to service personal lines insurance policies and build strong client relationships. The role requires maintaining a Property & Casualty license and excellent communication skills while working with underwriters and clients.

The successful candidate will be involved in servicing and selling insurance products, meeting sales goals, and providing outstanding customer service as part of a comprehensive benefits package.