Insurance Service Specialist

7 days ago


Portsmouth, New Hampshire, United States Cross Insurance Full time
Overview:
At Cross Insurance, we're committed to delivering exceptional service to our clients. Our team is dedicated to helping individuals and families achieve their financial goals by providing personalized insurance solutions.

Job Summary:
We're seeking a skilled Personal Lines Account Manager to join our team. This role involves providing quality service to assigned personal insurance accounts, developing relationships with clients, and contributing to departmental production goals. The ideal candidate will have excellent communication skills, a strong understanding of insurance products, and the ability to analyze client needs and make recommendations.

Responsibilities:
The selected employee will be responsible for:
  • Reviewing and analyzing personal accounts for coverage, limits, and other factors, and making recommendations to clients.
  • Developing and maintaining relationships with clients to ensure that all service needs are met.
  • Developing new business from existing accounts and assigned leads, and contributing to meeting departmental production goals.
  • Gathering information from clients and preparing applications for new and/or renewal coverage.
  • Preparing policy quotes based on client needs, rates, and coverages.
  • Preparing all transactions for assigned accounts, including applications, invoices, and forms.
  • Maintaining the accuracy of data in the agency management system.
  • May handle collections of premiums due.
  • Conducting business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
  • Keeping informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
  • Other responsibilities as assigned by Manager.

Requirements:
To be successful in this role, you'll need:
  • A strong understanding of insurance products and services.
  • Excellent communication and interpersonal skills.
  • Ability to analyze client needs and make recommendations.
  • Strong organizational and time management skills.
  • Proficiency in computer software and technology used in the insurance industry.
  • Familiarity with agency management systems.

Benefits:
We offer a competitive salary range of $55,000 - $80,000 per year, depending on experience, plus benefits including health, dental, and vision insurance, 401(k) matching, and paid time off. We're proud to offer a dynamic and supportive work environment, opportunities for career growth and development, and a chance to make a real difference in the lives of our clients.

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