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Cross Insurance · 4 months ago

Personal Lines Assistant Account Manager

Scarsdale

Full-time

Onsite

New Grad, Entry Level

$60K/yr - $70K/yr

Cross Insurance is looking for a Personal Lines Assistant Account Manager to support their Personal Lines Servicing Unit. The role involves generating accurate endorsements, responding to client inquiries, and maintaining client activity in the agency automation system to ensure high levels of service and accuracy.

Auto InsuranceFinancial ServicesInsuranceInsurTechLife Insurance

Responsibilities

Work in conjunction with the team to meet time sensitive goals set forth by the Account Managers and the Personal Lines Manager

Maintain client activity in the agency automation system and keep open Suspense items up to date

Timely response for client related activity

Complete endorsement quotes, accurate issuance of endorsements and follow up for verification of completion

Complete evidences of insurance and insurance ID cards for auto and home mortgagee changes

Remain current on coverages, forms, and company rating tools to effectively support the account managers in a timely and accurate manner

Participate in further education when requested

Back up reception desk for as needed

Assume other job responsibilities as required

Qualification

Agency Personal Lines experiencePropertyCasualty licenseAMS360 management system experienceQuoting systems knowledgeMS WordExcelPower PointPrioritize tasksWork well with othersCommunication skills