Commercial Lines Account Manager

Cross Insurance•Armonk, NY

2d•$90,000 - $110,000

About The Position

The Cross Family of Agencies is seeking a talented and experienced Commercial Lines Account Manager. This role is primarily responsible for servicing commercial lines insurance policies (new and renewal) while creating and maintaining strong relationships with customers, underwriters, and other professionals. The Account Manager will also be involved in selling commercial insurance products and meeting annual sales goals.

Requirements

Maintain a Property & Casualty license along with keeping up with Continuing Education.
Strong written, oral and phone communication skills
Working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams).
Must have seven (5-7) years minimum experience handling Commercial Lines Middle Market Accounts.

Nice To Haves

Understanding and following the Cross Basic Procedure Manual.
Understanding and following the Commercial Lines Workflow Manual.
Only using approved Action Codes in AMS 360.
Following up and completing open suspense’s daily.
Proactively retaining accounts when applicable.
Staying up to date on new insurance products and market/industry trends.
The ability to understand and analyze insurance coverage and policy forms.
Collecting payment information, uploading payments to various company websites, and recording activity notes in AMS360.
Meeting annual sales goal.
Following up on all ‘Broker of Record’ letters within your assigned book of business.
Service an average size book of business.

Responsibilities

Maintain a Property & Casualty license along with keeping up with Continuing Education.
Understanding and following the Cross Basic Procedure Manual.
Understanding and following the Commercial Lines Workflow Manual.
Only using approved Action Codes in AMS 360.
Following up and completing open suspense’s daily.
Servicing and selling commercial insurance products to prospective and existing clients.
Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims representatives).
Providing quality customer service to existing and prospective clients.
Proactively retaining accounts when applicable.
Staying up to date on new insurance products and market/industry trends.
The ability to understand and analyze insurance coverage and policy forms.
Organize, set, and maintain priorities.
Collecting payment information, uploading payments to various company websites, and recording activity notes in AMS360.
Meeting annual sales goal.
Following up on all ‘Broker of Record’ letters within your assigned book of business.
Service an average size book of business.
Perform other duties as assigned.