Personal Lines Account Manager
LEI Cross Financial Corp(9 months ago)
About this role
Cross Private Client is hiring a Personal Lines Account Manager in Greenwich to serve as the primary client contact after accounts are established. The role focuses on ongoing client relationship management and ensuring personal insurance programs remain current and aligned to client needs. This position supports expanding client relationships across the agency’s broader offerings.
Required Skills
- Account Management
- Client Service
- Communication
- Organization
- Prioritization
- Problem Solving
- Insurance Knowledge
- Account Reviews
- Claims Intake
- Cross-Selling
+2 more
Qualifications
- CT Property and Casualty License
About LEI Cross Financial Corp
lei-lookup.comLEI Lookup is a specialized platform that enables users to search and verify Legal Entity Identifiers (LEIs) with ease. It provides access to up-to-date LEI data, company details, and regulatory information for entities around the globe. The service is designed to facilitate compliance and transparency in financial transactions by delivering accurate and actionable insights on legal entities.
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