Cross Private Client Insurance · 3 hours ago
Personal Lines Account Manager
Westport, CT
Full-time
Hybrid
Senior Level
5+ years expCross Private Client Insurance is seeking a Personal Lines Account Manager to manage and retain a book of Personal Lines clients. The role involves executing account management tasks, upselling, and providing exceptional customer service while analyzing insurance coverage and market trends.
Auto InsuranceCommercial InsuranceProperty InsuranceRisk Management
Hiring Manager
Fernanda Ashberg, CIC, CPRM, AAI, AAI-M, AIS, AINS, API
Responsibilities
Quoting on carrier sites, including application preparation, loss analysis, pre-underwriting of the risk for professional, quality new and renewal submissions
Analyze and compare carrier quotes for proper coverage, terms and conditions in order to present the best coverage solutions to the client
Comfortably have conversations with clients to explain the impact of current market trends, increased cost of materials, reconstruction costs and the impact felt on renewal premiums as a result of inflation
Execute policy issuance, obtain pertinent signed applications and follow up for download in agency management system
Support sales and growth objectives of the agency through cross selling, up selling, and retaining existing business
Process incoming mail, faxes, emails, underwriting requests
Process policy change requests, issue Evidences of Insurance, ID Cards/Binders and other required documents
Review Daily Communication Log and process changes/updates accordingly in the agency management system
Review and close Activities daily, attach client emails to EPIC daily
Utilize EPIC Renewals Manager to address large rate increases on renewals and conduct Renewal Reviews with alternate solutions 30+ days in advance
Establish and maintain good working relationships with company partners
Prepare proposals and summaries of insurance as needed
Maintain a high degree of accuracy and attention to detail
Handle all aspects of Personal Lines Property & Casualty Insurance (including E&S Policies, NFIP Flood, Private Market Flood, Builders Risks, Domestic WC)
Participate in any special projects at management’s request
Provide an extraordinary level of customer service to existing and prospective clients
Must have strong written, oral and phone communication skills
Must have the ability to understand and analyze insurance coverage and policy forms
Must follow agency workflows and procedures for using our Agency Management System
Qualification
Required
Must work independently and proactively with executing all aspects of account management and servicing, handling client questions, remarketing and coverage review
Quoting on carrier sites, including application preparation, loss analysis, pre-underwriting of the risk for professional, quality new and renewal submissions
Analyze and compare carrier quotes for proper coverage, terms and conditions in order to present the best coverage solutions to the client
Comfortably have conversations with clients to explain the impact of current market trends, increased cost of materials, reconstruction costs and the impact felt on renewal premiums as a result of inflation
Execute policy issuance, obtain pertinent signed applications and follow up for download in agency management system
Support sales and growth objectives of the agency through cross selling, up selling, and retaining existing business
Process incoming mail, faxes, emails, underwriting requests
Process policy change requests, issue Evidences of Insurance, ID Cards/Binders and other required documents
Review Daily Communication Log and process changes/updates accordingly in the agency management system
Review and close Activities daily, attach client emails to EPIC daily
Utilize EPIC Renewals Manager to address large rate increases on renewals and conduct Renewal Reviews with alternate solutions 30+ days in advance
Establish and maintain good working relationships with company partners
Prepare proposals and summaries of insurance as needed
Maintain a high degree of accuracy and attention to detail
Handle all aspects of Personal Lines Property & Casualty Insurance (including E&S Policies, NFIP Flood, Private Market Flood, Builders Risks, Domestic WC)
Participate in any special projects at management's request
Provide an extraordinary level of customer service to existing and prospective clients
Must have strong written, oral and phone communication skills
Must have the ability to understand and analyze insurance coverage and policy forms
Must follow agency workflows and procedures for using our Agency Management System
Must execute exceptional organization and time management skills
Be able to set, maintain, and execute priorities while comfortably multitasking in a very fast-paced work environment
Ability to meet deadlines for providing replacement coverage, alternate quotes, conducting renewal reviews and client inquiries
Comfortable with working under limited supervision and making decisions independently in the course of managing a book of business, taking ownership of tasks as they arise, as well as supporting a collaborative team environment
Be driven, enthusiastic and possess strong critical thinking and problem-solving skillset
Possess outstanding presentation and communication skills
P&C License Required
5+ years of Personal Lines experience required
Working knowledge of Microsoft Office (Word, Excel, Outlook, Teams) is required
Proficient knowledge/experience with quoting in and servicing directly in the carrier platforms
Preferred
EPIC knowledge is preferred
Company
Cross Private Client Insurance
Cross Private Client Insurance provides auto, flood, umbrella, construction, and watercraft insurance and personal risk management services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase