Cross Insurance
Personal Lines HNW Account Manager
Cross Insurance, Westport, Connecticut, United States, 06880
divh2Personal Lines HNW Account Manager/h2pThe Cross Family of Agencies welcomes you. We need your talent and expertise./ppResponsibilities include but are not limited to:/pulliResponsible for quoting on carrier sites, including application preparation, loss analysis, pre-underwriting of the risk for professional, quality new and renewal submissions./liliAnalyze and compare carrier quotes for proper coverage, terms and conditions in order to present the best coverage solutions to the client./liliComfortably having 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./liliExecute policy issuance, obtain pertinent signed applications and follow up for download in agency management system./liliSupport sales and growth objectives of the agency through cross selling, up selling, and retaining existing business./liliProcess incoming mail, faxes, emails, underwriting requests./liliProcess policy change requests, issue Evidence of Insurance, ID Cards/ Binders and the like./liliReview Daily Communication Log and process changes/updates accordingly in the agency management system./liliReview and close Activities daily, attach client emails to EPIC daily./liliUtilize EPIC Renewals Manager to address large rate increases on renewals and conduct Renewal Reviews with alternate solutions 30+ days in advance./liliEstablish and maintain good working relationships with company partners./liliPrepare proposals and summaries of insurance as needed./liliMaintain a high degree of accuracy and attention to detail./liliHandle all aspects of Personal Lines Property
Casualty Insurance (including ES Policies, NFIP Flood, Private Market Flood, Builders Risks, Domestic WC)./liliParticipate in any special projects at managements request./liliProvide an extraordinary level of customer service to existing and prospective clients./liliMust have strong written, oral and phone communication skills./liliMust have the ability to understand and analyze insurance coverage and policy forms./liliMust follow agency workflows and procedures for using our Agency Management System./li/ulpOur Ideal Candidate:/pulliMust execute exceptional organization and time management skills./liliBe able to set, maintain, and execute priorities while comfortably multitasking in a very fast-paced work environment./liliAbility to meet deadlines for providing replacement coverag, alternate quotes, conducting renewal reviews and client inquiries./liliComfortable 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./liliBe driven, enthusiastic and possess strong critical thinking and problem-solving skillset./liliPossess outstanding presentation and communication skills./liliPC License Required/lili5+ years of Personal Lines experience required./liliEPIC knowledge is preferred./liliWorking knowledge of Microsoft Office (Word, Excel, Outlook, Teams) is required./liliProficient knowledge/experience with quoting in and servicing directly in the carrier platforms./li/ulpCompensation: The base salary range for this role is $75,000 - $100,000 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./p/div
Casualty Insurance (including ES Policies, NFIP Flood, Private Market Flood, Builders Risks, Domestic WC)./liliParticipate in any special projects at managements request./liliProvide an extraordinary level of customer service to existing and prospective clients./liliMust have strong written, oral and phone communication skills./liliMust have the ability to understand and analyze insurance coverage and policy forms./liliMust follow agency workflows and procedures for using our Agency Management System./li/ulpOur Ideal Candidate:/pulliMust execute exceptional organization and time management skills./liliBe able to set, maintain, and execute priorities while comfortably multitasking in a very fast-paced work environment./liliAbility to meet deadlines for providing replacement coverag, alternate quotes, conducting renewal reviews and client inquiries./liliComfortable 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./liliBe driven, enthusiastic and possess strong critical thinking and problem-solving skillset./liliPossess outstanding presentation and communication skills./liliPC License Required/lili5+ years of Personal Lines experience required./liliEPIC knowledge is preferred./liliWorking knowledge of Microsoft Office (Word, Excel, Outlook, Teams) is required./liliProficient knowledge/experience with quoting in and servicing directly in the carrier platforms./li/ulpCompensation: The base salary range for this role is $75,000 - $100,000 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./p/div