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 - identify opportunities to provide additional products and services to clients.
Insurance license is preferred, but not required!
This position comes with health insurance benefits, 401k, paid time off, and has an opportunity for growth within the company.
If you are interested, please email a resume or feel free to give me a call.