Commercial Lines Account Manager

Cross Insurance•Marshfield, MA

8d•Onsite

About The Position

The Cross Family of Agencies is seeking a talented and experienced Commercial Lines Account Manager. With a history spanning over 65 years, Cross Insurance has grown to be one of the largest insurance providers in New England while maintaining its core values of integrity, hard work, and dedication. We are a privately held company looking for top talent to join our team and offer competitive salaries and a comprehensive benefits package. This role is primarily responsible for servicing commercial customer policies (new and renewal) and fostering strong relationships with customers, underwriters, and other professionals.

Requirements

5 or more years’ Experience
Advanced knowledge of Microsoft Office Suite
Strong customer service skills and communication skills (both verbal and written).
Can provide an Analysis of Coverage

Nice To Haves

Has In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients with very little direction
Handles Large Complex Accounts
Visit clients as necessary
Assist in soliciting increases in coverage (Round out accounts)

Responsibilities

Understand the daily business operations and basic exposures of our customers.
Respond to customer inquiries including coverage questions, requests for documentation with direction of the Account Executive.
Follow-up with underwriters for the timely receipt of quotes.
Respond to requests from underwriters.
Produce binders for New Accounts.
Answer questions posed by CSRs.
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 new and renewal policies. Assist AE in completing these items if possible.
Complete “Yes” or “No” sections of CL Checklist.
Add Master COIs & EPIs when new accounts are written.
Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order).
Meet with CL team monthly to review marketing instructions.
Prepare renewal summaries and proposals.
Prepare new business submissions and proposals.
Has In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients with very little direction.
Visit clients as necessary.
Assist in soliciting increases in coverage (Round out accounts).
Handles Large Complex Accounts.
Attain CE credits as necessary for licensing.