Job Description
The Corcoran & Havlin Insurance Group, a division of Cross Insurance, is looking for an experienced
Account Manager to join our talented Personal Lines team in our Wellesley office. The selected
employee will service assigned Personal Lines insurance accounts. The right candidate will possess a
strong knowledge of Personal Insurance, positive attitude, is highly organized, works well with peers
and sales staff, and be able to create and manage deadlines. Applied EPIC experience is preferred but
not required.
Work from home options available.
Specific responsibilities include:
Build trusting relationships with both current and new clients.
Analyze, evaluate and discuss client risks to determine appropriate coverages.
Handle all inquiries from assigned clients regarding their existing policies and any
new P&C insurance needs and requirements.
Maintain activities/suspense items in EPIC to follow up on outstanding orders,
correspondence and overdue items.
Keep EPIC accurate by reflecting all current policies, limits, and coverage. Scan
policy documents and log activity into EPIC.
Review renewals and provide coverage suggestions or remarket if necessary, as
requested by insureds producers or manager.
Keep informed of changes and trends within the industry for the purpose of
anticipating and responding to customer and insurance company needs.
Conduct business in a professional manner in both internal and external
communications and with the agency E&O guidelines.
Other responsibilities and activities as assigned by management.
Qualifications:
Property and Casualty License
3+ years of Agency experience
Strong organization, interpersonal, written and verbal communication skills
Ability to problem solve and prioritize work
Comfortable with technology and with Microsoft products
Work autonomously and in a team environment
Benefits:
Salary + annual bonus
Paid vacation and sick time
401K
Short and long-term disability
Flexible spending account
Paid continuing education and training
100% employer paid health and dental insurance for individuals
Please send your resume to Kathy Davey at KDavey@chinsurance.com
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