Commercial Lines Account Manager
Cross Insurance•Portsmouth, NH
•$65,000 - $85,000
About The Position
Commercial Lines Account Managers service new and renewal policies for Cross Insurance commercial customers and maintain strong relationships with customers, underwriters, and other professionals. The role handles large, complex accounts and applies in-depth technical knowledge of insurance coverages and products to advise clients, with limited direction from the Account Executive. The Account Manager may visit clients as needed as a proxy for the Account Executive and supports account growth by soliciting increases in coverage.
Requirements
- P&C licensure.
- Advanced knowledge of Microsoft Office Suite.
- Proven experience selling.
- Strong customer service skills.
- Strong verbal and written communication skills.
- Five or more years of experience.
Responsibilities
- Understand customers’ daily business operations and basic exposures.
- Respond to customer inquiries, including coverage questions and documentation requests, with direction from the Account Executive.
- Follow up with underwriters to obtain quotes in a timely manner and respond to underwriter requests.
- Produce binders for new accounts.
- Facilitate audit disputes.
- Pursue prompt payment of agency-billed invoices and request policy cancellation when payments are not received in accordance with Cross guidelines.
- Refer customers to other Cross Insurance branches or services, including Employee Benefits and Personal Lines.
- Collect applications and underwriting information from the Account Executive as needed to market renewal policies, and assist in completing these items when possible.
- Create new policy issuance, quote, and renewal instructions for insurance companies (bind orders).
- Meet monthly with the Account Executive to review marketing instructions.
- Prepare renewal summaries and proposals, as well as new-business submissions and proposals.
- Advise clients on insurance coverages and products with limited direction from the Account Executive.
- Visit clients as necessary as a proxy for the Account Executive.
- Solicit increases in coverage and round out accounts.
- Provide coverage analysis.
- Attain continuing education credits as necessary for licensing.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) with match
- Paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
