Personal Lines Account Manager
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Before you apply
LocationUS - CT - Riverside
Also inGreenwich
SeniorityMid
Company size24+ people
PostedMay 6, 2025 · 1y ago
Verified live2d ago
May no longer be actively hiring
Posted by the company on May 6, 202547% of this company's open roles have been listed for 90+ days
At a glanceSummarised by Seekless from the posting.
Strong communication skills (written and verbal)
Strong organizational skills
Ability to prioritize
Excellent problem solving skills
Inquisitive nature
Broad technical insurance knowledge
Team player
Strong pro-active service mentality
Strong persuasive drive
Self-starter
Self-motivated
Pride in work
CT Property and Casualty license will be required
Knowledge of Microsoft Office (Outlook, Calendar, Word, Excel) is beneficial
Skills
Microsoft Office
Outlook
Calendar
Word
Excel
The Cross Family of Agencies welcomes you. We need your talent and expertise.
Cross Private Client- Greenwich Personal Lines Account manager
Account Manager Position overview: Account Managers in the Personal Lines Department are tasked with maintaining the primary relationship and being a point of contact with our clients once an account is established. They are experienced, knowledgeable insurance professionals who assist our clients in maintaining a current personal insurance program. In order to pro-actively and re-actively service our accounts, they must have exemplary communication skills and be inquisitive in nature to uncover exposures for our clients. Account Managers process changes, conduct account reviews, take first claim reports, solve issues as appropriate and advise the clients on how best to protect their assets. They are expected to round accounts and cross-sell business with both our Commercial and Financial Services departments to assist in expanding our relationship with our existing clients. In advising our clients, they must educate whenever possible on the benefits of carrying sufficient limits for their homes, automobiles, valuables and other assets to adequately protect them from physical loss. Additionally, education on liability exposures is vital to protecting those assets and stabilizes their financial security.
Requirements
Skills and Abilities:
•
Strong communication skills (written and verbal)
•
Strong organizational skills
•
Ability to prioritize
•
Excellent problem solving skills
•
Inquisitive nature
•
Broad technical insurance knowledge
•
Team player
•
Strong pro-active service mentality
•
Strong persuasive drive
•
Self-starter
•
Self-motivated
•
Pride in work
•
Knowledge of Microsoft Office (Outlook, Calendar, Word, Excel) is beneficial
•
CT Property and Casualty license will be required