What are the responsibilities and job description for the Commercial Lines Account Manager position at LEI Cross Financial Corp?
The Cross Family of Agencies welcomes you. We need your talent and expertise. 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). This position sits in Providence with ample parking at a brand new office. Family Owned From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, we’ve grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held. Our offices inspire a culture of community by supporting causes they stand behind. From fundraising for local food banks, to volunteering at after school programs, we’re proud of the many ways our offices find to give back. Initiatives vary from branch to branch to better serve the individual communities they are located in.
