Job Description. Small Group Sales Manager, Employee Benefits. The. Small Group Sales Manager. is primarily responsible for managing the employee benefits Small Group Team to achieve profitability and ensure a strong pipeline of prospective accounts. In addition, the Small Group Sales Manager will also be responsible for networking to cultivate and maintain the EB book of business. The position demands an elevated level of leadership, networking,...
Position Title: Producer, Employee Benefits. Position Summary. The Producer, Employee Benefits will lead new sales initiatives, interact with existing & potential clients on a day-to-day basis, solicit EB prospects, and implement creative solutions and revenue generating plans. Job Responsibilities. Primarily generate Employee Benefits leads and sales for the company. Regularly connect with appropriate business contacts for potential opportunitie...
Job Description. Specific Responsibilities. Develop new business from existing accounts and assigned leads as well as build referral sources to contribute to meeting individual and departmental production goals. Gather information from clients/prospects to prepare policy quotes based on client's needs, rates and coverages and prepare applications for new personal lines coverages. Enter information accurately in the agency management system. Condu...
Personal Lines Account Manager Job Description. The selected employee will provide quality service to assigned personal insurance accounts. Specific Responsibilities. 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 t...
Personal Lines Account Manager. Account Managers. are primarily responsible for servicing personal lines insurance policies (new and renewal) 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 Pro...
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. ...
How would you like to join an office who has fun, holds company parties, promotes teamwork and forms lasting friendships. Oh, and did I mention we recognize and reward those employees who go above and beyond. If you are looking to further develop your insurance career while having a work/life balance, we are interested in speaking with you. We currently have a position available for a Commercial Lines Account Manager handling Small Business Accou...
Position: Personal Lines Marketing Assistant. Reports To: MARKETING MANAGER. OVERVIEW. The primary function of this position is to work autonomously or in collaboration with the new business team to receive, underwrite, quote, propose, create and provide applications/forms, and issue new business accounts in accordance with agency procedures. 1. Work in conjunction with the team to meet goals set forth by the Marketing Manager. 2. Process submiss...
ACCOUNTS PAYABLE CLERK. Duties and Responsibilities. Enters vendor invoices in management system. After approved, prints checks and prepares for signatures. Answers all vendor related inquires by vendors, branch offices or management. Records cash receipts and enters journal entries into management system. Maintains all accounts payable reports, spreadsheets and filing corporate accounts payable. Reconcile bank accounts and addresses any reconcil...
ACCOUNTS PAYABLE CLERK. Duties and Responsibilities. Enters vendor invoices in management system. After approved, prints checks and prepares for signatures. Answers all vendor related inquires by vendors, branch offices or management. Records cash receipts and enters journal entries into management system. Maintains all accounts payable reports, spreadsheets and filing corporate accounts payable. Reconcile bank accounts and addresses any reconcil...
ACCOUNTS PAYABLE CLERK. Duties and Responsibilities. Enters vendor invoices in management system. After approved, prints checks and prepares for signatures. Answers all vendor related inquires by vendors, branch offices or management. Records cash receipts and enters journal entries into management system. Maintains all accounts payable reports, spreadsheets and filing corporate accounts payable. Reconcile bank accounts and addresses any reconcil...
TITLE: Receptionist. POSITION PURPOSE. Answer incoming calls and greet visitors. General office management tasks. Support sales team with administrative and clerical support. Make a positive contribution to the overall success of the Cross Employee Benefits team. ESSENTIAL FUNCTIONS. Front desk duties include answering phones, scheduling the conference room, maintaining office supplies and vendor relationships. Processing vendor invoices. Reviewi...
