Personal Lines Account Manager

Personal Lines Account Manager (Remote Position)

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

Efficiency	Able to produce significant output with minimal wasted effort.
Honesty/Integrity	Does not cut corners unethically. Earns trust and maintains confidences. Does what is right, not just what is easy.
Organized & Planning	Plans, organizes and schedules in a productive manner. Focuses on key priorities.
Aggressiveness	Moves quickly and takes a forceful stand without being abrasive.
Follow-Through	Lives up to verbal and written agreements, regardless of personal costs.
Intelligence	Learns quickly. Demonstrates ability to quickly and proficiently understand and absorb new information.
Persistence	Demonstrates tenacity and willingness to go the distance to get something done.
Proactivity	Acts without being told what to do. Brings new ideas to the company.
Flexibility/Adaptability	Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
Calm Under Pressure	Maintains stable performance when under heavy pressure or stress.
Enthusiasm	Exhibits passion and excitement over work. Has a can do attitude.
Work Ethic	Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.
High standards	Expects personal performance and team performance to be nothing short of the best.
Openness to Criticism and Ideas	Often solicits feedback and reacts calmly to criticism or negative feedback.
Listening Skills	Lets others speak and seeks to understand their viewpoints.
Communication	Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails.
Teamwork	Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
Persuasion	Able to convince others to pursue a course of action.

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!