Commercial Lines Account Manager

Woodrow Cross • Boston, MA

3d

About The Position

The Commercial Lines Account Manager services clients and prospects while building and maintaining strong relationships with customers, underwriters, and other professionals. The role supports commercial insurance accounts through marketing, renewal, new-business placement, policy processing, customer service, and audit dispute facilitation. The base salary range is $65,000–$85,000. Actual compensation depends on factors including location, skills, experience, and internal equity.

Requirements

• Technical knowledge of insurance coverages and products to advise clients.
• Ability to understand customers’ daily business operations and exposures.
• Ability to collect applications and underwriting information and prepare insurance submissions, proposals, and policy instructions.

Responsibilities

• Follow the Commercial Lines timeline and adhere to the Cross Procedure Manual and Master Commercial Lines Workflow Manual.
• Meet monthly with the Producer/Account Executive to review marketing instructions.
• Visit clients as necessary.
• Assist in soliciting increases in coverage and rounding out accounts.
• Apply technical knowledge of insurance coverages and products to advise clients.
• Understand customers’ daily business operations and exposures.
• Collect applications and underwriting information from the Producer/Account Executive, clients, and prospects as necessary to market new and renewal policies.
• Prepare Annual Review Kits and proposals.
• Prepare new-business and renewal submissions and proposals.
• Follow up with underwriters to obtain quotes in a timely manner and respond to underwriter requests.
• Invoice agency-bill invoices for prompt payment.
• Create policy issuance, quote, and renewal instructions for insurance companies.
• Produce initial binders for renewal and new accounts.
• Provide clear, concise instructions for processing new and renewal policies.
• Add Master COIs and EPIs on renewal and new business.
• Respond to customer inquiries, including coverage questions and requests for documentation, with or without direction from the Producer/Account Executive.
• Facilitate audit disputes.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) with match
• Paid time off

What This Job Offers

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