Personal Lines Account Manager - Beverly, United States - Cross Insurance Agency

Cross Insurance Agency

Verified Company

Beverly, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Personal Lines Account Manager

Account Managers are primarily responsible for servicing policies (new and renewal) for personal 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:

Maintain a Property & Casualty license along with keeping up with Continuing Education
Understanding and following the Cross Basic Procedure Manual
Understanding and following the Personal Lines Workflow Manual
Making sure the correct Action Codes are being used
Meet sales goal
Suspense's need to be followed up and taken care of on a daily basis
Service and sell personal insurance products to prospective and existing clients
Gather underwriting, pricing, and support data for preparation of quotes/proposals
Establish and maintain good working relationships with company sales representatives, service center, and underwriting and claim representatives
Provide quality customer service to existing accounts.
Proactively retain accounts, following up on Broker of record letters
Maintain familiarity with trends in the industry and new insurance products
Understand and analyze insurance coverage, forms and policies
Strong written, oral and phone communication skills
Organize, set and maintain priorities
Working knowledge/experience with an agency management system, Microsoft Word, Outlook and agency rating system.
Take payment and note activity
Upload Payments various company websites
Perform other duties as assigned.

Required Job Skills

Advanced knowledge of Microsoft Office Suite and understanding of social media platforms.
Proven experience selling.
Strong customer service skills and communication skills (both verbal and written).
Valid driver's license and reliable vehicle.

Job Types:
Full-time, Permanent

Pay:
$60, $75,000.00 per year

Benefits: