2 jobs found in Westport

The Cross Family of Agencies welcomes you. We need your talent and expertise. Responsible for the retention, upselling and cross selling of an assigned book of HNW Personal Lines clients comprised primarily of CHUBB, Berkley One, AIG, Cincinnati and PURE.  Must work independently and proactively with executing all aspects of account management and servicing, handling client questions, remarketing and coverage review. **Position is hybrid. For the right candidate, there is the possibility of fully remote. Candidate must reside in New England/Tri-State area and able to attend quarterly in person department meetings in Westport, CT.**  Responsibilities include, but are not limited to:   Quoting on carrier sites, including application preparation, loss analysis, pre-underwriting of the risk for professional, quality new and renewal submissions.   Analyze and compare carrier quotes for proper coverage, terms and conditions in order to present the best...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Position Summary We are seeking a detail-oriented and customer-focused Assistant Account Manager to support our Personal Insurance team in servicing high net worth clients. This role partners closely with Account Managers to deliver exceptional client service and ensure efficient handling of policy administration activities. Key Responsibilities Support Account Managers in servicing high net worth personal insurance accounts. Process policy changes, endorsements, renewals, and updates. Obtain and compare insurance quotes from carriers. Assist with billing inquiries, payment processing, and account reconciliation. Prepare and distribute client and carrier documentation. Maintain accurate client records and follow up on outstanding items. Assist with renewal preparation and marketing activities.