Senior Account Manager overseeing client relationships and project management in a leading packaging design agency. Fostering communication between clients and design teams in a hybrid work environment.
About the role
- Account Manager servicing commercial lines insurance, maintaining strong client relationships and meeting sales goals at Cross Insurance. Supporting new and renewal policies in a hybrid working environment.
Responsibilities
- servicing commercial lines insurance policies (new and renewal)
- creating and maintaining strong relationships with customers, underwriters, and other professionals
- Collecting payment information, uploading payments to various company websites, and recording activity notes in AMS360.
- Meeting annual sales goal.
- Following up on all ‘Broker of Record’ letters within your assigned book of business.
- Service an average size book of business.
- Perform other duties as assigned.
Requirements
- Maintain a Property & Casualty license along with keeping up with Continuing Education.
- Understanding and following the Cross Basic Procedure Manual.
- Understanding and following the Commercial Lines Workflow Manual.
- Only using approved Action Codes in AMS 360 / EPIC.
- Following up and completing open suspense’s daily.
- Servicing and selling commercial insurance products to prospective and existing clients.
- Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims representatives).
- Providing quality customer service to existing and prospective clients.
- Proactively retaining accounts when applicable.
- Staying up to date on new insurance products and market/industry trends.
- The ability to understand and analyze insurance coverage and policy forms.
- Strong written, oral and phone communication skills.
- Organize, set, and maintain priorities.
- Working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams).
Benefits
- medical
- dental
- vision
- 401(k) with match
- paid time off
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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