Accounting Manager

Woodrow Cross • Portland, OR

14h

About The Position

Account Managers are primarily responsible for servicing clients/prospects for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals. The base salary range for this role is $75,000–$110,000 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.

Requirements

• Have Property & Casualty License
• 5 or more years’ Experience

Responsibilities

• Follow Large Commercial Timeline, adhere to Cross Procedure Manual and Master CL Workflow Manual
• Handles Large Complex Accounts (Book of Business up to $1,000,000 or more in revenue
• Meet with Producer/AE monthly to review marketing instructions.
• Visit clients as necessary as a proxy for Account Executive
• Assist in soliciting increases in coverage (Round out accounts)
• Can provide an Analysis of Coverage
• Has In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients with very little direction of an Account Executive
• Understand the daily business operations and exposures of our customers
• Collect applications and underwriting information from Producer/AE and/or Client and Prospects as necessary to market new and renewal policies
• Prepare Annual Review Kits and Proposals
• Prepare Renewal and New business submissions and proposals
• Follow-up with underwriters for the timely receipt of quotes
• Respond to requests from underwriters
• Invoice for prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines.
• Create new policy issuance instructions, quote instructions and renewal instructions for insurance company
• Produce Initial binders for Renewal and New Accounts
• Provide clear concise instructions for processing new and renewal policies
• Add Master COIs & EPIs on Renewal and New Business
• Respond to customer inquiries including coverage questions, requests for documentation with or without direction of the Producer/AE
• Answer questions posed by Processing Analysts
• Facilitate audit disputes.
• Refer customers to other branches of Cross Insurance- Employee Benefits, Personal Lines, etc.
• Attain CE credits as necessary for licensing.

Benefits

• medical
• dental
• vision
• 401(k) with match
• paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed