Commercial Lines Account Manager

Woodrow Cross • Augusta, ME

5d • 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 policies (new and renewal) for commercial customers, while creating and maintaining strong relationships with customers, underwriters, and other professionals. The ideal candidate will have in-depth technical knowledge of insurance coverages and products to advise clients with minimal direction from the Account Executive.

Requirements

• P&C Licensure
• Proven experience selling.
• Strong customer service skills.
• Strong communication skills (both verbal and written).

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.
• Advise clients with in-depth technical knowledge of insurance coverages & products 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).
• Provide an Analysis of Coverage.
• Attain CE credits as necessary for licensing.

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