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 accounts over $15k in premium. Must work independently and proactively with executing all aspects of account management and servicing, handling client questions, remarketing and coverage review. **Position is posted as Hybrid but there is the possibility for fully remote for the right candidate depending on distance to 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 coverage solutions to the client. - Comfortably have conversations with clients to explain the impact of current market trends, increased cost of materials, reconstruction costs and the impact felt on renewal premiums as a result of inflation. - Execute policy issuance, obtain pertinent signed applications and follow up for download in agency management system. - Support sales and growth objectives of the agency through cross selling, up selling, and retaining existing business. - Process incoming mail, faxes, emails, underwriting requests. - Process policy change requests, issue Evidences of Insurance, ID Cards/Binders and other required documents. - Review Daily Communication Log and process changes/updates accordingly in the agency management system. - Review and close Activities daily, attach client emails to EPIC daily. - Utilize EPIC Renewals Manager to address large rate increases on renewals and conduct Renewal Reviews with alternate solutions 30+ days in advance. - Establish and maintain good working relationships with company partners. - Prepare proposals and summaries of insurance as needed. - Maintain a high degree of accuracy and attention to detail. - Handle all aspects of Personal Lines Property & Casualty Insurance (including E&S Policies, NFIP Flood, Private Market Flood, Builders Risks, Domestic WC). - Participate in any special projects at management's request. - Provide an extraordinary level of customer service to existing and prospective clients. - Must have strong written, oral and phone communication skills. - Must have the ability to understand and analyze insurance coverage and policy forms. - Must follow agency workflows and procedures for using our Agency Management System. **Our Ideal Candidate:** - Must execute exceptional organization and time management skills. - Be able to set, maintain, and execute priorities while comfortably multitasking in a very fast-paced work environment. - Ability to meet deadlines for providing replacement coverage, alternate quotes, conducting renewal reviews and client inquiries. - Comfortable with working under limited supervision and making decisions independently in the course of managing a book of business, taking ownership of tasks as they arise, as well as supporting a collaborative team environment. - Be driven, enthusiastic and possess strong critical thinking and problem-solving skillset. - Possess outstanding presentation and communication skills. - P&C License Required. - 5+ years of Personal Lines experience required. - EPIC knowledge is preferred. - Working knowledge of Microsoft Office (Word, Excel, Outlook, Teams) is required. - Proficient knowledge/experience with quoting in and servicing directly in the carrier platforms. **Compensation:** The base salary range for this role is $85,000-$100,000 annually. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.