Commercial Lines Account Manager

Commercial Lines Account Manager- Small Business

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Position Summary: The Commercial Account Manager will interact with existing & potential clients on a day-to-day basis.

Job Responsibilities:

• Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business by account rounding
• Contribute to brokerage revenue goals by promoting and selling insurance products and services, rounding accounts.
• Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence
• Assess client needs and provide advice on appropriate coverage levels and products.
• Respond to telephone calls and correspondence from existing or potential customers in a timely manner
• Provide all customers with the appropriate products to mitigate risks and maintain a profitable book of business.
• Upsell additional product offerings to existing customers in order to increase sales opportunities and meet customer needs.
• Respond to customer complaints and resolve issues
• Provide after-sales customer service and maintain contact with customers, periodically reviewing their needs and updating their files.
• 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:
• A knowledge of Microsoft Office Suite, AMS experience a plus
• Strong customer service skills and communication skills (both verbal and written).

This position sits in Providence with ample parking at a brand new office.