Personal Lines Account Manager
Read straight from Crossagency's careers page, verified 1d ago.Seekless can tailor your résumé to it.
Seekless can write your résumé for this posting first.
Before you apply
Salary$50k – $60k
LocationUS - MA - Beverly
Typefull-time
SeniorityMid
Company size24+ people
PostedMay 19, 2026 · 5mo ago
Verified live1d ago
May no longer be actively hiring
Posted by the company on May 19, 202647% of this company's open roles have been listed for 90+ days
At a glanceSummarised by Seekless from the posting.
Maintain a Property & Casualty license
Understanding and following the Cross Basic Procedure Manual
Understanding and following the Personal Lines Workflow Manual
Only using approved Action Codes in Applied-Epic
Following up and completing open suspense's daily
Servicing and selling personal insurance products to prospective and existing clients
Establish and maintain good working relationships with company personnel
Providing quality customer service to existing and prospective clients
Proactively retaining accounts when applicable
Staying up to date on new insurance products and market/industry trends
The ability to understand and analyze insurance coverage and policy forms
Strong written, oral and phone communication skills
Organize, set, and maintain priorities
Working knowledge and/or experience with Applied, Microsoft Office (Word, Outlook, Teams), and PL Rater
Collecting payment information, uploading payments to various company websites, and recording activity notes in Applied
Meeting annual sales goal
Service an average size book of business
Perform other duties as assigned
Skills
Applied
Applied-Epic
Microsoft Office
Word
Outlook
Teams
PL Rater
Benefits
Medical
Dental
Vision
401(k)
Paid time off
The Cross Family of Agencies welcomes you. We need your talent and expertise.
Personal Lines Account Manager
Account Managers are primarily responsible for servicing personal lines insurance policies (new and renewal) while creating and maintaining strong relationships with customers, underwriters, and other professionals.
Responsibilities
Duties of an Account Manager include but are not limited to:
•
Maintain a Property & Casualty license along with keeping up with Continuing Education.
•
Understanding and following the Cross Basic Procedure Manual.
•
Understanding and following the Personal Lines Workflow Manual.
•
Only using approved Action Codes in Applied-Epic.
•
Following up and completing open suspense’s daily.
•
Servicing and selling personal insurance products to prospective and existing clients.
•
Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims representatives).
•
Providing quality customer service to existing and prospective clients.
•
Proactively retaining accounts when applicable.
•
Staying up to date on new insurance products and market/industry trends.
•
The ability to understand and analyze insurance coverage and policy forms.
•
Strong written, oral and phone communication skills
•
Organize, set, and maintain priorities
•
Working knowledge and/or experience with Applied, Microsoft Office (Word, Outlook, Teams), and PL Rater.
•
Collecting payment information, uploading payments to various company websites, and recording activity notes in Applied.
•
Meeting annual sales goal.
•
Service an average size book of business.
•
Perform other duties as assigned.
Benefits
Compensation: The base salary range for this role is $50,000.00–$60,000.00 annually. 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.
Legal
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.