Personal Lines Account Manager (Remote Position) Job at Cross Insurance Agency
Hey! What if you could take a subject like insurance and combine it with a team of friendly, caring and encouraging co-workers? How about an insurance agency that combines building trust, earning loyalty and offering value with the tech tools of today? We are growing and we need your expertise! Cross Insurance is a well established agency that is looking for another great personality to join our team where everyone is treated as an individual and not just another number.
Mission of the Personal Lines Account Manager
To serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals. Account Executives focus on growth within their current book of business while also backing up their co-workers.
Personal Lines Account Manager Requirements
REMOTE POSITION: Designated workspace for remote work, private, professional
- Minimum 2-3 years P&C experience preferred
- Full Time position
- Proficient in usage of the computer & technology, voip phone systems, virtual meetings, etc
- Bi-lingual in Spanish a plus
- Knowledge in CMS Hawksoft a plus
Desired Outcomes of this Role
- Maintain a running 90 day average retention of 93% on their book of business. Retention is based on the number of policies up for renewal in a given month vs. the number of cancelled policies that were processed that month.
- Generating additional revenue on the book of business in the form of increased coverage, account rounding, adding policy features and generating referrals for new business.
- Conducting account reviews
- Provide outstanding inbound service on claims, billing questions and endorsements
- Transfer minor work to the Customer Service Representative
- Sell & Write a minimum premium per month. Follow the new business sales process
- Work to support the marketing and branding team in the following ways
- Other responsibilities as directed by your manager.
Benefits:
- Company Paid Health Insurance
- Dental and Vision
- 401(k) plan with employer match
- Company Paid Holidays plus Paid Time Off
- Company Paid Life & Long-Term Disability Insurance
- Performance Based Compensation
- Carrier Incentives
Feedback:
- Every 90 days you will meet with your manager to review any bottlenecks, ideas you have to improve as well as the objectives outlined in your job description.
- Each year you will receive a formal review.
Critical Competencies
One of the principles of the agency is to raise your hand if you need help. If there is a week you are struggling to complete your outcomes, please raise your hand so we can help you prioritize. Also, since you are in sales, the more you work the more you earn. Plan accordingly!
Please Note :
apexdining.ca is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, apexdining.ca provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.