Personal Lines Account Manager at Cross Insurance in NY - Pelham - 330 Fifth Avenue

Job description

• The Cross Family of Agencies welcomes you. We need your talent and expertise.
• Personal Lines Account Manager
• Account Managers are primarily responsible for servicing policies (new and renewal) for individual customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals.

Responsibilities

• Duties of an Account Manager include, but are not limited to:
• • Understand the daily business operations and basic exposures of our customers.
• • Respond to customer inquiries including coverage questions, requests for documentation with direction of the Account Executive
• • Follow-up with underwriters for the timely receipt of quotes.
• • Respond to requests from underwriters.
• • Produce binders for New Accounts
• • Answer questions posed by CSRs
• • Facilitate audit disputes.
• • Pursue prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines.
• • Refer customers to other branches of Cross Insurance- Employee Benefits, Personal Lines, etc.
• • Collect applications and underwriting information from Account Executive (AE) as necessary to market new and renewal policies. Assist AE in completing these items if possible.
• • Complete “Yes” or “No” sections of PL Checklist.
• • Add Master COIs & EPIs when new accounts are written
• • Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
• • Provide CSR with instructions for processing new and renewal policies utilizing the Processing Instructions Guideline (PIG) worksheet. (If needed)
• • Meet with AE monthly to review marketing instructions.
• • Prepare renewal summaries and proposals
• • Prepare new business submissions and proposals
• • Has In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients with very little direction of Account Executive
• • Visit clients as necessary as a proxy for Account Executive
• • Assist in soliciting increases in coverage (Round out accounts)
• • Handles Large Complex Accounts
• • 5 or more years Experience
• • Can provide an Analysis of Coverage

Requirements

• Attain CE credits as necessary for licensing
• • Advanced knowledge of Microsoft Office Suite and understanding of social media platform
• • Proven experience selling.
• • Strong customer service skills and communication skills (both verbal and written).

Skills

Required

• Understanding of social media platform
• Proven experience selling
• Strong customer service skills

Benefits

• Compensation: The base salary range for this role is $70,000–$90,000. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.