Commercial Lines Account Manager

Woodrow Cross • Lewiston, ME

5d • Onsite

About The Position

The Cross Family of Agencies is seeking a talented and expert Commercial Lines Account Manager. With a history spanning 70 years, Cross Insurance has grown from humble beginnings to become a leading insurance provider in New England, while maintaining its core values of integrity, hard work, and dedication. As a privately held company, Cross Insurance is committed to attracting top talent and offers competitive salaries and a comprehensive benefits package.

Requirements

• 5 or more years of experience.
• Can provide an Analysis of Coverage.
• P&C Licensure.
• Advanced knowledge of Microsoft Office Suite.
• Understanding of social media platforms.
• Proven experience selling.
• Strong customer service skills.
• Strong communication skills (both verbal and written).
• Valid driver’s license and reliable vehicle.
• Attain CE credits as necessary for licensing.

Responsibilities

• Service policies (new and renewal) for commercial customers.
• Create and maintain strong relationships with customers, underwriters, and other professionals.
• Understand the daily business operations and basic exposures of customers.
• Respond to customer inquiries including coverage questions and requests for documentation (with direction from Account Executive).
• Follow up with underwriters for timely receipt of quotes.
• Respond to requests from underwriters.
• Produce binders for new accounts.
• Facilitate audit disputes.
• Pursue prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines.
• Refer customers to other branches of Cross Insurance (Employee Benefits, Personal Lines, etc.).
• Collect applications and underwriting information from Account Executive (AE) as necessary to market renewal policies.
• Assist AE in completing renewal marketing items if possible.
• Create new policy issuance instructions, quote instructions, and renewal instructions for insurance companies (Bind Order).
• Meet with AE monthly to review marketing instructions.
• Prepare renewal summaries and proposals.
• Prepare new business submissions and proposals.
• Advise clients with in-depth technical knowledge of insurance coverages & products with very little direction from Account Executive.
• Visit clients as necessary as a proxy for Account Executive.
• Assist in soliciting increases in coverage (Round out accounts).
• Handle large complex accounts.

Benefits

• 401(k)
• Group Life/Supplemental Life
• Group Dental
• Group Vision
• Group Medical
• Short-term/Long-term Disability
• Medical & Dependent Care Reimbursement
• Education Reimbursement Opportunities
• Professional Work Environment
• Paid Holidays
• Continuing Education
• 401(k) with match
• Paid time off

What This Job Offers

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