What are the responsibilities and job description for the Commercial Lines Account Manager position at Cross Insurance?
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Position Title: Commercial Lines Account Manager- small business
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 by account rounding
o Contribute to brokerage revenue goals by promoting and selling insurance products and services, rounding accounts.
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 issues
o Provide after-sales customer service and maintain contact with customers, periodically reviewing their needs and updating their files.
o Attend continuing industry training programs as well as obtain necessary designations.
Qualifications:
Education – Bachelor’s Degree or equivalent experience in the Commercial Insurance space
Required Job Skills
o A knowledge of Microsoft Office Suite , AMS experience a plus
o Strong customer service skills and communication skills (both verbal and written).
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 by account rounding
o Contribute to brokerage revenue goals by promoting and selling insurance products and services, rounding accounts.
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 issues
o Provide after-sales customer service and maintain contact with customers, periodically reviewing their needs and updating their files.
o Attend continuing industry training programs as well as obtain necessary designations.
Qualifications:
Education – Bachelor’s Degree or equivalent experience in the Commercial Insurance space
Required Job Skills
o A knowledge of Microsoft Office Suite , AMS experience a plus
o Strong customer service skills and communication skills (both verbal and written).
This position sits in Providence with ample parking at a brand new office.
