Cross Insurance · 12 hours ago
Personal Lines Account Manager
Scarsdale, NY
Full-time
Onsite
Mid Level
$65K/yr - $80K/yrCross Insurance is a boutique insurance agency specializing in affluent and highly successful clientele. They are looking for an Account Specialist to oversee a portfolio of assigned customers, ensuring their overall insurance needs are met while providing excellent customer service.
Auto InsuranceFinancial ServicesInsuranceInsurTechLife Insurance
Hiring Manager
Daniel Conneilly, SPHR, CIR
Responsibilities
Serve as the lead point of contact for all customer account management matters
Build and maintain strong, long-lasting client relationships
Service assigned portfolio of personal lines insurance accounts for clients new home and car purchases, renewal account reviews, endorsement requests, cancellations, etc
Ensure the timely and successful delivery of solutions according to customer needs and objectives
Re-market accounts when appropriate
Maintain client activity in the agency management system
Develop new business with existing clients and identify areas of improvement and account rounding
Remain current on knowledge of coverage, policy forms and rates to effectively address customer’s insurance needs
Collaborate with our team and maintain good relationships with carrier underwriters and any partner staff
Qualification
Required
Proven work experience as a personal lines Account Manager
Experience delivering client-focused solutions to customer needs
Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
Strong verbal and written communication skill
Active Property and Casualty Producers license
Ability to work well with others
Solid experience with Agency Management software (AMS 360 preferred) and MS Office
Preferred
AMS360 management system experience
Working knowledge of management and quoting systems for company partners that Advocate Brokerage represents (Chubb, PURE, Cincinnati, Berkley One, Travelers, Hanover, etc.)
Working knowledge of MS Word, Excel, Power Point and the internet
Benefits
Medical
Dental
Vision
401(k) with match
Paid time off
And more
Company
Cross Insurance
Cross Agency is an insurance agency that offers auto, home, renters insurance, and commercial insurance for businesses.
Founded in 1954
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Bruce Nickerson
Chief Financial Officer
James Jones
Chief Data Analytics Officer
Recent News
2025-06-30
2025-05-07
Company data provided by crunchbase