What are the responsibilities and job description for the Personal Lines Sales Executive position at Cross Insurance?
The Cross Family of Agencies is seeking a highly skilled and experienced individual to fill the role of Personal Lines Senior Sales Executive.
This position is primarily responsible for prospecting, networking, and selling new personal lines business while creating and maintaining strong relationships with customers, underwriters, and other industry professionals.
Key responsibilities include:
Requirements:
Additional Responsibilities:
About Us:
The Cross Family of Agencies is a reputable insurance provider committed to delivering exceptional service to our clients. We are dedicated to building long-term relationships and providing expert advice to help our clients achieve their goals.
This position is primarily responsible for prospecting, networking, and selling new personal lines business while creating and maintaining strong relationships with customers, underwriters, and other industry professionals.
Key responsibilities include:
- Maintaining a Property & Casualty license and staying up-to-date with Continuing Education requirements.
- Understanding and following company procedures and workflow manuals.
- Keeping accurate notation and documentation in agency management and sales systems.
- Meeting annual sales goals and following up on open suspense's daily.
- Servicing and selling personal insurance products to prospective and existing clients.
- Establishing and maintaining good working relationships with company personnel.
- Providing quality customer service to existing and prospective clients.
Requirements:
- Strong written, oral, and phone communication skills.
- Ability to understand and analyze insurance coverage and policy forms.
- Organizational skills, including prioritization and time management.
- Working knowledge of AMS360, Microsoft Office (Word, Outlook, Teams), ACORD forms, and various quoting platforms.
- Proven ability to network and develop leads.
- Excellent sales presentation and closing skills.
Additional Responsibilities:
- Mentoring inexperienced sales professionals.
- Servicing certain high-profile accounts.
- Consulting and working with leadership on the direction of the sales team.
About Us:
The Cross Family of Agencies is a reputable insurance provider committed to delivering exceptional service to our clients. We are dedicated to building long-term relationships and providing expert advice to help our clients achieve their goals.
