Personal Lines Insurance Account Executive

5 days ago


Portsmouth, New Hampshire, United States Cross Insurance Full time
Role Overview:
A Personal Lines Insurance Account Manager position is now available at Cross Insurance. This role involves providing top-notch service to assigned personal insurance accounts.

Key Responsibilities:
  • Conduct thorough reviews and analyses of personal accounts for coverage, limits, and other relevant factors, making informed recommendations to clients.
  • Built strong relationships with clients to ensure all their service needs are met.
  • Foster new business growth from existing accounts and allocated leads, contributing to meeting departmental production goals.
  • Gather essential information from clients and prepare applications for new and/or renewal coverage.
  • Prepare policy quotes based on client requirements, rates, and coverages.
  • Coordinate all transactions for assigned accounts, including applications, invoices, and forms.
  • Maintain data accuracy in the agency management system.
  • Handle premium collections as needed.
  • Exhibit a deep understanding of both business and earnings implications of the Company.
  • Stay informed about industry changes and trends to anticipate and respond to profit objectives.


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