Commercial Lines Account Manager

Woodrow Cross

  • East Providence, Rhode Island
  • 30+ days ago

    Highlights

    o Upsell additional product offerings to existing customers in order to increase sales opportunities and meet customer needs. Job Responsibilities: o Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business by account rounding.

    Numbers & Facts

    LocationEast Providence, Rhode Island

    Description

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

    Position Title: Commercial Lines Account Manager- small business
    Position Summary: The Commercial Account Manager will , interact with existing & potential clients on a day-to-day basis
    Job Responsibilities:
    o Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business by account rounding
    o Contribute to brokerage revenue goals by promoting and selling insurance products and services, rounding accounts.
    o Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence
    o Assess client needs and provide advice on appropriate coverage levels and products.
    o Respond to telephone calls and correspondence from existing or potential customers in a timely manner
    o Provide all customers with the appropriate products to mitigate risks and maintain a profitable book of business.
    o Upsell additional product offerings to existing customers in order to increase sales opportunities and meet customer needs.
    o Respond to customer complaints and resolve issues
    o Provide after-sales customer service and maintain contact with customers, periodically reviewing their needs and updating their files.
    o Attend continuing industry training programs as well as obtain necessary designations.
    Qualifications:
    Education – Bachelor’s Degree or equivalent experience in the Commercial Insurance space
    Required Job Skills
    o A knowledge of Microsoft Office Suite , AMS experience a plus
    o Strong customer service skills and communication skills (both verbal and written).

    This position sits in Providence with ample parking at a brand new office.
     

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