Personal Lines Account Manager

Responsibilities Maintain a Property & Casualty license and keep up with Continuing Education. Understand and follow the Cross Basic Procedure Manual. Understand and follow the Personal Lines Workflow Manual. Use only approved Action Codes in AMS 360. Follow up and complete open suspense’s daily. Service and sell personal insurance products to prospective and existing clients. Establish and maintain good working relationships with company personnel (underwriters, marketing representatives, company service center, and claims representatives). Provide quality customer service to existing and prospective clients. Proactively retain accounts when applicable. Stay up to date on new insurance products and market/industry trends. Understand and analyze insurance coverage and policy forms. Possess strong written, oral, and phone communication skills. Organize, set, and maintain priorities. Have working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams), and PL Rater. Collect payment information, upload payments to various company websites, and record activity notes in AMS360. Meet annual sales goals. Follow up on all ‘Broker of Record’ letters within your assigned book of business. Service an average size book of business. Perform other duties as assigned. Qualifications Property & Casualty license with continuous education. Experience with AMS360, PL Rater, and Microsoft Office suite. Strong written, oral, and phone communication skills. Ability to understand and analyze insurance coverage and policy forms. Compensation and Benefits Base salary range: $55,000-$65,000 annually (actual compensation varies by location, skills, experience, and internal equity). Comprehensive benefits package: medical, dental, vision, 401(k) with match, paid time off, and more. #J-18808-Ljbffr LEI Cross Financial Corp