Personal Lines Middle Market Account Manager

Responsible for the retention, upselling and cross selling of an assigned book of Personal Lines business for accounts under $15k 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 hybrid. For the right candidate, there is the possibility of fully remote. Candidate must reside in New England/Tri-State area and able to attend quarterly in person department meetings in 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 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, etc. 

• Review Daily Communication Log and process changes/updates accordingly in the agency management system. 

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

• Utilize EPIC Renewals Manager to address large rate increases on renewals 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 partners. 

• 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 (including E&S Policies, NFIP Flood, Private Market Flood).   

• Participate in any special projects at management’s request. 

• Provide 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 strong written, oral and phone communication skills. 

• Must have the 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.