Cross Pointe Insurance Advisors - Account Manager
We are seeking a detail-oriented, highly organized, and customer oriented Account Manager to join our team. This position plays a vital role in supporting our producers by processing policies, maintaining client records, ensuring all documentation is accurate and complete, renewals, and obtaining quotes while providing exceptional customer service.Primary Responsibilities - Manage and maintain a book of business - Process endorsements, renewals and certificates of insurance - document all account activity
Cross Pointe Insurance Advisors LLC DBA JMR/PFP Insurance