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

Cross Insurance Agency

Verified Company

Portland, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Account Managers in the Personal Lines Department are tasked with maintaining the primary relationship and being a point of contact with our clients once an account is established.

They are experienced, knowledgeable insurance professionals who assist our clients in maintaining a current personal insurance program.

Account Managers process changes, conduct account reviews, take first claim reports, solve issues as appropriate and advise the clients on how best to protect their assets.

They are expected to round accounts and cross-sell business.

In advising our clients, they must educate whenever possible on the benefits of carrying sufficient limits for their homes, automobiles, valuables and other assets to adequately protect them from physical loss.

Additionally, education on liability exposures is vital to protecting those assets and stabilizes their financial security.

Skills and Abilities:

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 proactive service mentality
Strong persuasive drive
Selfstarter
Selfmotivated
Pride in work
Knowledge of AMS360, Microsoft Office (Outlook, Calendar, Word, Excel) is beneficial
ME Property and Casualty license will be required