High Net Worth Personal Lines Account Manager

Location: Northern

## High Net Worth Personal Lines Account Manager Apply remote type:
Hybrid
- Onsite / 3 Days Remote locations:
US - CT
- Westporttime type:
Full time posted on:
Posted 30+ Days Agojob requisition :
JR1236
** The Cross Family of Agencies welcomes you. We need your talent and expertise.
** Responsible for the retention, upselling and cross selling of an assigned book of HNW Personal Lines clients comprised primarily of CHUBB, Berkley One, AIG, Cincinnati and PURE accounts over $15k in premium.  Must work independently and proactively with executing all aspects of account management and servicing, handling client questions, remarketing and coverage review.
** Position is posted as Hybrid but there is the possibility for fully remote for the right candidate depending on distance to Westport, CT
**** Responsibilities include, but are not limited to:
*** 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 have 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 Evidences of Insurance, /Binders and other required documents.
* 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 coverage, 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 *$85,000–$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.