Assistant PL AM HNW

Posted Yesterday
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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.
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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.

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