Assistant PL AM HNW

Posted Yesterday
Be an Early Applicant
Westport, CT, USA
In-Office
Entry level
Insurance
The Role
Supports Account Managers serving high net worth personal insurance clients. Processes policy changes, endorsements, renewals, billing inquiries, payments, reconciliations, quotes, and client documentation. Maintains accurate account records, follows up on outstanding items, and assists with renewal preparation and marketing activities.
Summary Generated by Built In

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Position Summary
  • We are seeking a detail-oriented and customer-focused Assistant Account Manager to support our Personal Insurance team in servicing high net worth clients. This role partners closely with Account Managers to deliver exceptional client service and ensure efficient handling of policy administration activities.

Key Responsibilities
  • Support Account Managers in servicing high net worth personal insurance accounts.
  • Process policy changes, endorsements, renewals, and updates.
  • Obtain and compare insurance quotes from carriers.
  • Assist with billing inquiries, payment processing, and account reconciliation.
  • Prepare and distribute client and carrier documentation.
  • Maintain accurate client records and follow up on outstanding items.
  • Assist with renewal preparation and marketing activities.
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Bangor, ME
749 Employees
Year Founded: 1954

What We Do

Cross Insurance is a family owned insurance agency with over 40 branches throughout the Northeast. Established at the kitchen table of Woodrow Cross in 1954, today we have become one of New England’s largest independent insurance intermediaries. In 2023 and 2024 we were named the 2nd Largest Insurance Broker in Massachusetts. Since our founding, we have successfully acquired over 150 operations, increasing our footprint on the Northeast. With over 1,100 employees and counting, our experienced team is ready to provide insurance options for you. - 27th Largest Broker of U. S. Business, Per Business Insurance report ’20 - 2nd Largest Insurance Broker in Massachusetts, per Boston Business Journal ’22, '23, and '24 - Official Insurance Broker of the New England Patriots, Gillette Stadium, the Boston Bruins, the Boston Red Sox, and New England Revolution Four generations later, Cross Insurance is still family owned and operated. Cross Insurance is headquartered in Bangor, Maine.

Similar Jobs

Applied Systems Logo Applied Systems

Operations Manager

Artificial Intelligence • Cloud • Payments • Software • Business Intelligence • Generative AI • Automation
Remote or Hybrid
United States
3116 Employees
110K-160K Annually

PwC Logo PwC

Software Engineer

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
64 Locations
370000 Employees
63K-140K Annually

PwC Logo PwC

Software Engineer

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
64 Locations
370000 Employees
99K-232K Annually

PwC Logo PwC

Software Engineer

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
64 Locations
370000 Employees
77K-202K Annually

Similar Companies Hiring

MassMutual India Thumbnail
Big Data • Fintech • Information Technology • Insurance • Financial Services
Hyderabad, Telangana
Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Vega Thumbnail
Artificial Intelligence • Automotive • Insurance • Transportation
US
65 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account