Commercial Lines Account Manager - Mid Market
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Before you apply
LocationUS - NH - Portsmouth
Typefull-time
SeniorityMid
Company size51–200 people
PostedMay 4, 2023 · 3y ago
Verified live4d ago
May no longer be actively hiring
Posted by the company on May 4, 202347% 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 Commercial Lines Workflow Manual
Following up and completing open suspense’s daily
Servicing and selling insurance products to prospective and existing clients
Establish & 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 Microsoft Office (Word, Outlook, Teams)
Collecting payment information, uploading payments to various company websites, and recording activity notes
Meeting annual sales goal
Following up on all 'Broker of Record' letters within your assigned book of business
Service an average size book of business
Skills
Microsoft Office
Word
Outlook
Teams
The Cross Family of Agencies welcomes you. We need your talent and expertise.
Full Job Description
Commercial Lines Account Manager
Account Managers are primarily responsible for servicing Commercial 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 Commercial Lines Workflow Manual.
•
Following up and completing open suspense’s daily.
•
Servicing and selling 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, Microsoft Office (Word, Outlook, Teams).
•
Collecting payment information, uploading payments to various company websites, and recording activity notes.
•
Meeting annual sales goal.
•
Following 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