Personal Lines Account Manager

Personal Lines Account ManagerThe Cross Family of Agencies welcomes you. We need your talent and expertise.Personal Lines 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. 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 ExecutiveFollow-up with underwriters for the timely receipt of quotes.Respond to requests from underwriters.Produce binders for New AccountsAnswer questions posed by CSRsFacilitate 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 writtenCreate 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 proposalsPrepare new business submissions and proposalsHas In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients with very little direction of Account ExecutiveVisit clients as necessary as a proxy for Account ExecutiveAssist in soliciting increases in coverage (Round out accounts)Handles Large Complex Accounts5 or more years ExperienceCan provide an Analysis of CoverageAttain CE credits as necessary for licensingRequired Job SkillsAdvanced knowledge of Microsoft Office Suite and understanding of social media platformProven experience selling.Strong customer service skills and communication skills (both verbal and written).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.