Personal Lines Assistant Account Manager

Posted 3 Days Ago
Be an Early Applicant
Scarsdale, NY, USA
In-Office
62K-72K Annually
Junior
Insurance
The Role
Support personal lines account managers by producing endorsements, evidences of insurance, and ID cards; maintain agency automation records, respond to clients and third parties promptly, follow workflows, and stay current on coverages and rating tools. Provide reception backup and assist with high-volume, time-sensitive servicing tasks.
Summary Generated by Built In

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

The primary function of this position is to work autonomously or in collaboration with the personal lines team to generate accurate endorsements, evidences of insurance, timely response to clients and any third parties for client related actions.  This position is critical to the success of our Personal Lines Servicing Unit.  The client’s perception of our overall level of service is partly based on these job functions.  Accuracy and attention to detail is a requirement along with following agency workflows and standard procedures.

DUTIES/ACTIVITIES

Work in conjunction with the team to meet time sensitive goals set forth by the Account Managers and the Personal Lines Manager

Maintain client activity in the agency automation system and keep open Suspense items up to date

Timely response for client related activity

Complete endorsement quotes, accurate issuance of endorsements and follow up for verification of completion

Complete evidences of insurance and insurance ID cards for auto and home mortgagee changes

Remain current on coverages, forms, and company rating tools to effectively support the account managers in a timely and accurate manner

Participate in further education when requested

Back up reception desk for as needed

Assume other job responsibilities as required

REQUIRED QUALIFICATIONS

-Agency Personal Lines experience

-Excellent verbal and written communication skills

-Property and Casualty license

-Ability to prioritize and handle multiple tasks simultaneously in a high-volume environment

-Ability to work well with others

DESIRED QUALIFICATIONS

-AMS360 management system experience

-Working knowledge of management and quoting systems for company partners that Advocate Brokerage Corp. represents

-Working knowledge of MS Word, Excel, Power Point and the internet

Compensation: The base salary range for this role is $62,000.00–$72,000 [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.

Skills Required

  • Agency Personal Lines experience
  • Excellent verbal and written communication skills
  • Property and Casualty license
  • Ability to prioritize and handle multiple tasks simultaneously in a high-volume environment
  • Ability to work well with others
  • AMS360 management system experience
  • Working knowledge of management and quoting systems for company partners
  • Working knowledge of Microsoft Word, Excel, PowerPoint and the internet
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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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