Personal Lines Account Manager
$70k - $75kLEI Cross Financial Corp
Personal Lines Account Manager – Newburyport, MA Account Managers are primarily responsible for servicing personal lines insurance policies (new and renewal) while maintaining strong relationships with customers, underwriters, and other professionals. 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 suspensions daily. Service and sell personal insurance products to prospective and existing clients. Establish and maintain good working relationships with company personnel (underwriters, marketing representatives, companies 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. Analyze insurance coverage and policy forms. Exhibit strong written, oral and phone communication skills. Organize, set, and maintain priorities. Demonstrate 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. Meeting annual sales goal. 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. Compensation & Benefits Base salary range: $70,000.00–$75,000.00 annually (actual compensation based on location, skills, experience, and internal equity). Comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more. Disclaimer It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #J-18808-Ljbffr
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