Personal Lines Account Manager

3 days ago


Braintree, Massachusetts, United States Cross Insurance Full time
About the Role:

We are seeking an experienced Account Manager to join our team at Cross Insurance. As an Account Manager, you will be responsible for guiding our clients through the new business process, reviewing accounts for appropriate and proper coverage, and upselling and cross-selling personal lines of accounts.

Responsibilities:
  • Guide prospects and insureds through the new business process
  • Review accounts for appropriate and proper coverage
  • Review and update renewals regularly
  • Upsell and cross-sell personal lines of accounts
  • Resolve issues by following up with clients and carriers
  • Manage new and renewal registration procedures
  • Maintain organized electronic records and files
The Ideal Candidate:
  • We are looking for someone with 2+ years of Personal Lines experience in an agency setting
  • A valid P&C (Property and Casualty) license
  • Strong knowledge of Applied EPIC Agency Management System
  • A passion for learning, growth, and delivering outstanding customer service
Why You'll Love Working Here:
  • Full-time position with stable hours and room to grow
  • Competitive salary aligned with your experience
  • Generous paid time off (PTO) to help you maintain a healthy work-life balance
  • Comprehensive benefits package: Health Insurance, Life Insurance, Disability, Dental, 401(k), and more
  • Ongoing opportunities for career growth and development
  • The chance to be part of a family-oriented and supportive work environment


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