Personal Lines Middle Market Account Manager

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

Responsible for the retention, upselling and cross selling of an assigned book of Personal Lines business   for accounts under $ 15 k in premium .  Must work independently and proactively with managing all aspects of account management and servicing, handling client questions, requests, and coverage review .

**Position is posted as Hybrid but there is the possibility for full remote for the right candidate depending on distance to/from Westport, CT**

Duties of a   Personal Lines   Middle Market   Account Manager   include   but are not limited to :

- Responsible for marketing submissions to carriers, 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 that   meets   the individual client’s needs.

- Execute policy issuance, obtain pertinent signed   applications   and follow up for download in agency management system.

- Support sales and growth   objectives   of the   a gency 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 , etc.

- Review Daily Communication Log and process changes/updates accordingly in the agency management syste m.

- Open Activities must   be   reviewed daily,   kept up to   date   and closed out accordingly.

- Utiliz e   EPIC Renewal s   Manager   to   address large rate increases on renewal s   and   conduct Renewal Reviews with   alternate solutions to ensure renewals are being reviewed/remarketed 30+ days in advance .

- Establish   and   maintain   good working relationships with company   par tners.

- Prepare proposals and summaries of insurance as needed.

- Maintain a high degree of accuracy in agency management and document management systems.

- Handle all aspects of Personal Lines Property & Casualty Insurance (includ ing   E&S Policies , NFIP Flood, Private Market Flood ) .

- Participate in any special projects at   m anagement’s request.

- Provid e   a   superior   level of customer service   to existing and prospective clients.

- Maintain a Property & Casualty license along with keeping up with Continuing Education.

- Must have s trong written, oral and phone communication skills .

- Must have t he ability to understand and analyze insurance coverage and policy forms.

EPIC   knowledge   preferred .

Working knowledge   of   Microsoft Office (Word,   Excel,   Outlook, MS Teams).

Working knowledge/ experience   with quoting   in and   servicing the following carrier platforms :  Andover, Cincinnati, Hanover, Hartford, Mapfre ,   Narragansett, National General, Progressive , Safeco, Travelers, NFIP and Private Market Flood carriers and products.

Candidate   must have exceptional time management skills,   be able to   organize, set, and   maintain   priorities   and multitask   in a fast-paced work environment .

Must excel with working independently and collaboratively   as needed .

Compensation: The base salary range for this role is $65,000 to $80,000 annually. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.