Insurance Account Manager

1 day ago


Beverly Hills, California, United States Cross Insurance Full time
Personal Lines Account Manager

We are seeking a highly skilled and experienced Personal Lines Account Manager to join our team at Cross Insurance. As a key member of our team, you will be responsible for servicing personal lines insurance policies, creating and maintaining strong relationships with customers, underwriters, and other professionals.

Key Responsibilities:
  • Maintain a Property & Casualty license and stay up-to-date with Continuing Education requirements.
  • Understand and follow the Cross Basic Procedure Manual and Personal Lines Workflow Manual.
  • Use approved Action Codes in EPIC and follow up on open suspense's daily.
  • Servicing and selling personal insurance products to prospective and existing clients.
  • Establish and maintain good working relationships with company personnel, including underwriters, marketing representatives, and claims representatives.
  • Provide quality customer service to existing and prospective clients.
  • Proactively retain accounts when applicable.
  • Stay up-to-date on new insurance products and market/industry trends.
  • 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), and PL Rater.
  • Collect payment information, upload payments to various company websites, and record activity notes in Applied EPIC.
  • Meet annual sales goal.
  • Follow up on all 'Broker of Record' letters within your assigned book of business.
  • Service an average size book of business.

We offer a dynamic and supportive work environment, and we are committed to helping our employees grow and succeed in their careers. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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