Personal Lines Account Manager
Cross Insurance · Riverside, California, US
The Cross Family of Agencies welcomes you. We need your talent and expertise.
Job description
The Cross Family of Agencies welcomes you. We need your talent and expertise. Personal Lines Account Manager Account Managers are primarily responsible for servicing policies (new and renewal) for personal customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals. Duties of an Account Manager include but are not limited to: - Maintain a Property & Casualty license along with keeping up with Continuing Education - Understanding and following the Cross Basic Procedure Manual - Understanding and following the Personal Lines Workflow Manual - Making sure the correct Action Codes are being used - Meet sales goal - Suspense’s need to be followed up and taken care of on a daily basis - Service and sell personal insurance products to prospective and existing clients - Gather underwriting, pricing, and support data for preparation of quotes/proposals - Establish and maintain good working relationships with company sales representatives, service center, and underwriting and claim representatives - Provide quality customer service to existing accounts. - Proactively retain accounts, following up on Broker of record l...