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PERSONAL LINES SENIOR ACCOUNT MANAGER
Cross Insurance

   Location: Portland Maine

  Time: 2 months ago

 

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

 

 

Senior 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. They also have a proven level of knowledge and experience to offer support to their colleagues.    

 

Duties of a Senior Account Manager include but are not limited to:

  • Maintain a Property & Casualty license along with keeping up with Continuing Education.
  • Understanding and following the Basic Procedure Manual & Workflow Manual.
  • Understanding and following the Personal Lines Workflow Manual.
  • Only using approved Action Codes in AMS 360.
  • 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 AMS360, Microsoft Office (Word, Outlook, Teams), ACORD forms, and online quoting platforms.Collecting payment information, uploading payments to various company websites, and recording activity notes in AMS360.
  • Meeting annual sales goals
  • Handling ‘Broker of Record’ letters received in your assigned book of business.
  • Service a larger than average book of business. 
  • Having the knowledge and experience to handle or consult on complex accounts.
  • Working with minimal supervision.
  • Reinforcing and answering workflow questions from other staff members.
  • Keeping accurate notation and documentation in the agency management system. 
  • Collaborate with staff members from other departments to provide total account solutions.
  • Perform other duties as assigned.