Commercial Lines Account Manager

LEI Cross Financial Corp

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US - RI - East Providence Until 8/23/2026 First posted March 22, 2025 Last posted March 22, 2025
Job 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.
 

About this role

Summary

Manage client accounts, provide customer service, and promote insurance products.

Job title

Commercial Lines Account Manager

Experience level

entry level

Industry

insurance

Location requirements

Located in East Providence, RI; remote work not allowed

Salary

Not specified

Management role

No

Skills & keywords

Required skills

microsoft officeamscustomer servicecommunication

Preferred skills

None specified

Specializations

customer serviceinsurancesales
Locations

Structured locations inferred from the posting.

East Providence, RI, USA

On-site City