Commercial Lines Account Manager

Woodrow Cross • Scarsdale, NY

1d • Onsite

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 ideal candidate will have a strong understanding of insurance products and market trends, excellent communication skills, and the ability to manage a book of business effectively.

Requirements

• Maintain a Property & Casualty license
• Working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams).
• Strong written, oral and phone communication skills
• Organize, set, and maintain priorities
• Seven (5-7) years minimum experience handling Commercial Lines Middle Market Accounts.

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.
• Collecting payment information, uploading payments to various company websites, and recording activity notes in AMS 360.
• 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.

Benefits

• medical
• dental
• vision
• 401(k) with match
• paid time off

What This Job Offers

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