Personal Lines Account Manager – Quincy, MA

Quincy,
MA

We’re looking for the best talent to build our team, and offer highly competitive salaries and a comprehensive benefits package that includes: 

  • 401(k)
  • Group Life/Supplemental Life
  • Group Dental
  • Group Vision
  • Group Medical
  • Short-term/Long-term Disability
  • Medical & Dependent Care Reimbursement
  • Education Reimbursement Opportunities 
  • Professional Work Environment 
  • Paid Holidays 
  • Continuing Education 

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.

 

Apply Now

Ready to Join Our Winning Team? 
Fill out the form below and upload your resume. We look forward to hearing from you.