Personal Lines HNW Account Manager

Personal Lines HNW Account Manager

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

Responsibilities include but are not limited to:

• Responsible for quoting on carrier sites, including application preparation, loss analysis, pre-underwriting of the risk for professional, quality new and renewal submissions.
• Analyze and compare carrier quotes for proper coverage, terms and conditions in order to present the best coverage solutions to the client.
• Comfortably having conversations with clients to explain the impact of current market trends, increased cost of materials, reconstruction costs and the impact felt on renewal premiums as a result of inflation.
• Execute policy issuance, obtain pertinent signed applications and follow up for download in agency management system.
• Support sales and growth objectives of the agency through cross selling, up selling, and retaining existing business.
• Process incoming mail, faxes, emails, underwriting requests.
• Process policy change requests, issue Evidence of Insurance, ID Cards/ Binders and the like.
• Review Daily Communication Log and process changes/updates accordingly in the agency management system.
• Review and close Activities daily, attach client emails to EPIC daily.
• Utilize EPIC Renewals Manager to address large rate increases on renewals and conduct Renewal Reviews with alternate solutions 30+ days in advance.
• Establish and maintain good working relationships with company partners.
• Prepare proposals and summaries of insurance as needed.
• Maintain a high degree of accuracy and attention to detail.
• Handle all aspects of Personal Lines Property & Casualty Insurance (including E&S Policies, NFIP Flood, Private Market Flood, Builders Risks, Domestic WC).
• Participate in any special projects at management's request.
• Provide an extraordinary level of customer service to existing and prospective clients.
• Must have strong written, oral and phone communication skills.
• Must have the ability to understand and analyze insurance coverage and policy forms.
• Must follow agency workflows and procedures for using our Agency Management System.

Our Ideal Candidate:

• Must execute exceptional organization and time management skills.
• Be able to set, maintain, and execute priorities while comfortably multitasking in a very fast-paced work environment.
• Ability to meet deadlines for providing replacement coverag, alternate quotes, conducting renewal reviews and client inquiries.
• Comfortable with working under limited supervision and making decisions independently in the course of managing a book of business, taking ownership of tasks as they arise, as well as supporting a collaborative team environment.
• Be driven, enthusiastic and possess strong critical thinking and problem-solving skillset.
• Possess outstanding presentation and communication skills.
• P&C License Required
• 5+ years of Personal Lines experience required.
• EPIC knowledge is preferred.
• Working knowledge of Microsoft Office (Word, Excel, Outlook, Teams) is required.
• Proficient knowledge/experience with quoting in and servicing directly in the carrier platforms.

Compensation: The base salary range for this role is $75,000 - $100,000 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.