Personal Lines Account Manager - Cross Insurance : Job Details
Personal Lines Account Manager
Cross InsuranceJob Location : all cities,PA, USA
Posted on :
2025-01-15T07:31:21Z
Job Description :
The Cross Family of Agencies welcomes you. We need your talent and expertise. The selected employee will provide quality service to assigned personal insurance accounts.Specific Responsibilities
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- 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.
- 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
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