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Personal Lines Account Manager (JR849)

Cross Insurance Agency
Riverside, CT Full Time
POSTED ON 12/8/2024 CLOSED ON 1/10/2025

What are the responsibilities and job description for the Personal Lines Account Manager (JR849) position at Cross Insurance Agency?

Account Manager Position overview:

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. 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 pro-active service mentality
  • Strong persuasive drive
  • Self-starter
  • Self-motivated
  • Pride in work
  • Knowledge of Microsoft Office (Outlook, Calendar, Word, Excel) is beneficial
  • CT Property and Casualty license will be required

Job Type: Full-time

Benefits:

  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Work Location: In person

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