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Customer Support
Customer Service Representative
Westport, CT

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Cross Insurance

Assistant PL AM HNW

Pay: Not specified
Posted: 2 weeks ago
Location: Westport, CT (Onsite)
Last Updated: 5 days ago
Hours: Full-Time
Expires: 11/30/2026
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Job Description

Assistant
PL AM HNW
Cross Insurance - 3.1 Westport, CT Job Details Full-time 13 hours ago Qualifications Customer records maintenance Record keeping Managing customer accounts Financial data reconciliation Account maintenance Client file management Insurance issue resolution Managing clients in a customer support role Coordinating with insurance clients Insurance policy review Billing issue inquiries Handling account queries Documentation Handling Account management Marketing Accounting support Entry level Bill payment support Full Job Description 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.