Senior Account Manager

1 week ago


Bangor, Maine, United States Cross Insurance Full time
Personal Lines Senior Account Manager Job Description

The Cross Family of Agencies is seeking a highly skilled and experienced Senior Account Manager to join our team.

Key Responsibilities:

  • Review and analyze personal accounts for coverage, limits, and make recommendations to clients.
  • Develop and maintain relationships with clients to ensure all service needs are met.
  • Develop new business from existing accounts and assigned leads, and contribute to meeting departmental production goals.
  • Gather information from clients and prepare applications for new and/or renewal coverage.
  • Prepare policy quotes based on client needs, rates, and coverages.
  • Prepare all transactions for assigned accounts, including applications, invoices, and forms.
  • Maintain the accuracy of data in the agency management system.
  • May handle collections of premiums due.
  • Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
  • Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
  • Assist in training of Account Managers.

Requirements:

  • Minimum 7 years experience servicing personal accounts within an insurance agency.
  • Thorough knowledge of personal lines coverages and markets.
  • Experience with an electronic agency management system.
  • Producer's license required.
  • Experience with Excel and Word.
  • Excellent organizational, interpersonal, communication skills, and ability to work in a team environment.


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