Commercial Lines Account Manager
About The Position
The Cross Family of Agencies welcomes you. We need your talent and expertise. From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, Cross Insurance has grown rapidly over the past 70 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held. We’re looking for the best talent to build our team, and offer highly competitive salaries and a comprehensive benefits package. Account Managers are primarily responsible for servicing policies (new and renewal) for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals.
Requirements
- 5 or more years’ Experience
- Can provide an Analysis of Coverage
- P&C Licensure
- Advanced knowledge of Microsoft Office Suite
- Proven experience selling.
- Strong customer service skills and communication skills (both verbal and written).
Nice To Haves
- Has In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients with very little direction of Account Executive
- Visit clients as necessary as a proxy for Account Executive
- Assist in soliciting increases in coverage (Round out accounts)
- Handles Large Complex 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
- 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 renewal policies. Assist AE in completing these items if possible.
- Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
- Meet with AE 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 of Account Executive
- Visit clients as necessary as a proxy for Account Executive
- Assist in soliciting increases in coverage (Round out accounts)
- Handles Large Complex Accounts
- Attain CE credits as necessary for licensing
Benefits
- highly competitive salaries
- comprehensive benefits package
- medical
- dental
- vision
- 401(k) with match
- paid time off
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
