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Cross Insurance · 2 days ago

Private Client Account Manager

US - MA - Wellesley

Full-time

Hybrid

Mid, Senior Level

$100K/yr - $110K/yr

5+ years exp

Cross Insurance is seeking a driven and enthusiastic Personal Lines insurance professional to expand their Private Client Group. The role involves providing extraordinary customer service to complex clients and developing long-lasting relationships as a consultant and strategic advisor.

Auto InsuranceFinancial ServicesInsuranceInsurTechLife Insurance

Responsibilities

Ability to analyze a risks and exposures and determine creative solutions on challenging and complex accounts

Develop and maintain positive client relationships resulting in a high rate of retention

Quote both new and renewal business

Identify and close potential cross sell and account rounding opportunities

Perform customer service tasks including processing new business, renewals, endorsements, cancellations, and rewrites

Prepare Proposals or Summaries of Insurance

Follow up with clients, prospects, and carriers to resolve any issues

Meet with clients virtually or in person, when necessary

Provide Service support for other private clients as needed

Keep current on PCG carriers, product knowledge and trends

Possess outstanding presentation and communication skills

Maintain exceptional attention to detail while working in a fast-paced environment

Manage challenging situations in a professional and courteous manner

Follow agency workflows and procedures utilizing Agency Management System, Office Suite, DocuSign, etc

And more…

Qualification

Personal Lines experienceProperty & Casualty licenseApplied EPIC systemClient relationship managementCritical thinkingProblem solvingPresentation skillsCommunication skillsAttention to detail