Producer & Account Manager

📌 Core Information

🔹 Job Title: Producer & Account Manager

🔹 Company: Cross Insurance

🔹 Location: Norwell, Massachusetts, United States

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: April 1, 2025

🔹 Experience Level: 0-2 years

🔹 Remote Status: Not specified

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Management of a book of business
• Assistance with the renewal process
• Conducting coverage reviews
• Engaging with the community
• Collaborating within a team environment

ASSUMPTION: This role is entry-level, offering extensive on-the-job training, thus requiring talent in learning and integrating new insurance knowledge alongside customer service skills.

📋 Key Responsibilities

✅ Assist in managing a book of business for an established Producer

✅ Help with the renewal process and coverage reviews

✅ Engage actively with customers and address their insurance needs

✅ Collaborate with team members to improve service delivery

ASSUMPTION: The role likely entails significant customer interaction, requiring strong interpersonal skills and a proactive attitude in customer service and business management.

🎯 Required Qualifications

Education: Not specified, but a degree in Business or a related field may be beneficial

Experience: 0-2 years in account management or a related field

Required Skills:

• Account Management
• Business Management
• Customer Service

Preferred Skills:

• Insurance Knowledge
• Experience with Renewal Processes

ASSUMPTION: Although formal education is not specified, skills in customer service, insurance, and account management are crucial. The role benefits from candidates enthusiastic about learning and development.

💰 Compensation & Benefits

Salary Range: Not specified. Comparable roles typically offer entry-level compensation in the local market.

Benefits:

• Health insurance options
• Retirement savings plan
• Opportunities for professional development

Working Hours: 40 hours per week

ASSUMPTION: Benefits are likely standard for the industry, emphasizing health, retirement, and professional growth, aligning with Cross Insurance's reputation for comprehensive employee support.

📌 Applicant Insights

🔍 Company Context

Industry: Insurance

Company Size: 501-1,000 employees, providing a balance between personalized experience and professional growth opportunities

Founded: 1954

Company Description:

• Family-owned with a strong Northeast presence
• Notable growth through over 150 acquisitions
• Official Insurance Broker of major sports teams and venues

Company Specialties:

• Personal Insurance
• Employee Benefits
• Commercial Insurance

Company Website: http://www.crossagency.com/

ASSUMPTION: Cross Insurance's emphasis on family values and community engagement likely extends to its workplace culture, fostering a supportive environment for new talent.

📊 Role Analysis

Career Level: Entry-level to junior, suitable for those starting or early in their insurance career

Reporting Structure: Likely reporting to a senior Producer or Account Manager for mentorship and training

Work Arrangement: On-site in Norwell, facilitating in-person collaboration and learning

Growth Opportunities:

• Expand knowledge in insurance products and customer service
• Transition to more independent account management roles
• Potential for vertical mobility within the company

ASSUMPTION: The role is structured to develop future leaders within Cross Insurance, providing pathways for career advancement in account management.

🌍 Location & Work Environment

Office Type: On-site office environment

Office Location(s): Norwell, Massachusetts, among others in the Northeast

Geographic Context:

• Close proximity to key Northeast commercial hubs
• Access to major transportation networks
• Dynamic regional economy

Work Schedule: Standard business hours with potential for some flexibility based on customer needs

ASSUMPTION: The Norwell location provides a strategic position for servicing New England clientele, offering a robust network for insurance operations.

💼 Interview & Application Insights

Typical Process:

• Initial application and resume submission
• Phone screening with HR or recruitment team
• In-person interview with hiring manager

Key Assessment Areas:

• Customer service abilities
• Understanding of insurance principles
• Team collaboration skills

Application Tips:

• Highlight any relevant experience in account or customer management
• Prepare to discuss examples of teamwork and community engagement
• Research Cross Insurance's history and values

ATS Keywords: Account Management, Insurance, Renewal Process, Customer Service, Teamwork

ASSUMPTION: The application process emphasizes cultural fit and alignment with company values, testing applicants on practical situational judgment scenarios relevant to the job.

🛠️ Tools & Technologies

• Customer Relationship Management (CRM) software
• Insurance management systems
• Microsoft Office Suite

ASSUMPTION: Candidates should be agile in adopting various industry-standard insurance technologies, essential for effective process management and client interaction.

👔 Cultural Fit Considerations

Company Values:

• Customer-centric service
• Integrity and trust
• Community engagement

Work Style:

• Collaborative teamwork
• Goal-oriented performance
• Proactive problem-solving

Self-Assessment Questions:

• Am I comfortable engaging with clients and customers proactively?
• Do I align with values of community service and collaboration?
• Can I thrive in an on-site team-driven environment?

ASSUMPTION: This role is ideal for candidates who value teamwork and community engagement, critical for thriving in Cross Insurance's environment.

⚠️ Potential Challenges

• Balancing multiple client accounts
• Staying updated with insurance regulations
• Meeting client expectations consistently
• Adaptation to fast-paced on-site environment

ASSUMPTION: Challenges are typical of entry-level account management, testing adaptability, and time management skills in a dynamic insurance setting.

📈 Similar Roles Comparison

• Similar entry roles in smaller agencies may offer less robust training
• Larger corporations might provide more structured advancement opportunities
• Comparative roles in insurtech companies emphasize digital fluency

ASSUMPTION: This position offers a balanced training ground in a traditional yet robust insurance environment, appealing to those seeking stability with growth potential.

📝 Sample Projects

• Assisting a team in conducting a major policy renewal
• Developing a client engagement strategy
• Supporting the integration of new CRM tools

ASSUMPTION: Sample projects would primarily involve teamwork and hands-on learning to grasp insurance concepts and customer management strategies.

❓ Key Questions to Ask During Interview

• What are the key metrics for success in this role?
• How does Cross Insurance support career advancement?
• Can you describe the training process for new hires?
• What is the company's vision for growth over the next five years?
• How is feedback integrated into daily work routines?

ASSUMPTION: Candidate questions should be oriented towards understanding the company's culture, growth trajectory, and the specific professional development offered.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the Cross Insurance Careers page or relevant job board
• Prepare a tailored resume emphasizing relevant skills and experiences
• Include a cover letter detailing your alignment with company values
• Complete any required pre-assessment tests as indicated
• Follow up with HR if you do not hear back within two weeks

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.