Cross Insurance

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Personal Lines Middle Market Account Manager

Looking for a positive, self driven and enthusiastic Insurance Professional to handle all aspects of servicing a Middle Market Personal Lines book of business. Position is Hybrid in office/work from home depending on distance to office location.

Responsibilities include but are not limited to:

• Responsible for quoting business 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 having conversations with clients to explain the impact of current market trends, cost of materials, reconstruction and the impact felt on renewal premiums.
• 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 Evidence of Insurance, ID Cards/Binders and the like.
• Review Daily Communication Log and process changes/updates accordingly in the agency management system.
• Review and close Open Activities daily, client emails attached to EPIC.
• Utilize EPIC Renewals Manager to address large rate increases on renewals and conduct Renewal Reviews with alternate solutions presented 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). 
• 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.
• Follow agency workflows and procedures for using our Agency Management System.

Our Ideal Candidate:

• Must execute exceptional organization and time management skills.
• Be able to set, maintain, and execute priorities while comfortably multitasking in a fast-paced work environment. 
• Comfortable with working independently and supporting a collaborative team environment.
• 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.
• EPIC knowledge preferred.
• Working knowledge of Microsoft Office (Word, Excel, Outlook, Teams) required.
• Proficient knowledge/experience with quoting in and servicing the following carrier platforms: ASI, Cincinnati, Foremost, Hanover, Hartford, Main Street America, Mapfre, Narragansett, National General, Progressive, Safeco, Travelers, Andover, Vermont Mutual.