What are the responsibilities and job description for the Personal Lines Account Executive Inside Sales position at Cross Insurance?
The Cross Family of Agencies welcomes you. We need your talent and expertise.
Responsibilities
- Gather intake information from new prospects from web inquiry, walk in, referrals.
- Work with prospective clients to analyze, evaluate and discuss risks to determine appropriate coverages.
- Work with Producers to quote new lines of insurance.
- Create proposals to present to prospective clients and or producers.
- Complete accurate applications for submission to carriers and process new business submissions per established agency workflows
- Review new business policies for accuracy.
- Grow and maintain relationships with local centers of influence.
- Attend monthly sales and personal lines meetings.
- Work with prospective clients to analyze, evaluate and discuss risks to determine appropriate coverages.
- Keep informed of changes and trends within the industry for the purpose of anticipating and responding to customer and insurance company needs.
- Monthly tracking of new business.
- The right candidate will possess a knowledge of personal insurance, strong sales skills, a positive attitude, be highly organized,
- work well with peers and sales staff, and be able to create and manage deadlines. Applied EPIC experience preferred but not required.
