What are the responsibilities and job description for the Commercial Lines Account Manager (JR932) position at Cross Insurance Agency?
Position Title: Commercial Lines Account Manager
Position Summary: The Commercial Account Manager will , interact with existing & potential clients on a day-to-day basis
Job Responsibilities:
o Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business.
o Contribute to brokerage revenue goals by promoting and selling insurance products and services
o Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence
o Assess client needs and provide advice on appropriate coverage levels and products.
o Respond to telephone calls and correspondence from existing or potential customers in a timely manner
o Provide all customers with the appropriate products to mitigate risks and maintain a profitable book of business.
o Upsell additional product offerings to existing customers in order to increase sales opportunities and meet customer needs.
o Respond to customer complaints and resolve matters in an exemplory manner.
o Provide after-sales customer service and maintain contact with customers, periodically reviewing their needs and updating their files.
o Leveraging our CSR platform for referral / lead purposes.
o Attend continuing industry training programs as well as obtain necessary designations.
Qualifications:
Education – Bachelor’s Degree or equivalent experience.
Required Job Skills
o Advanced knowledge of Microsoft Office Suite and understanding of social media platforms.
o Strong customer service skills and communication skills (both verbal and written).
o Valid driver's license and reliable vehicle.
o 3 Years Commercial experience
Job Types: Full-time, Permanent
Pay: $75,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Supplemental Pay:
- Commission pay
License/Certification:
- Insurance Producer License (Preferred)
- Life Insurance License (Preferred)
Work Location: In person
Salary : $75,000 - $95,000
