Commercial Lines Account Manager

Woodrow Cross•Portland, OR

4d•$90,000 - $110,000

About The Position

The Cross Family of Agencies welcomes you. We need your talent and expertise. 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. Duties of an Account Manager include, but are not limited to: Understand the daily business operations and basic exposures of our customers. Adhere to the Cross Procedure Manual as well as the CL WORKFLOW Manual and Timelines Respond to customer inquiries including coverage questions, requests for documentation with direction of the Account Executive/Producer Prepare new business submissions Follow-up with underwriters for the timely receipt of quotes. Respond to requests from underwriters. Produce binders for New & Renewal Accounts Meet with AE/Producer monthly to review marketing instructions. Prepare Annual Review Kits and New and Renewal proposals Collect applications and underwriting information from Account Executive (AE) and/or client as necessary to market new and renewal policies. Assist AE/Producer in completing these items as much as possible. Add Master COIs & EPIs when new accounts are written/ and updates on renewals Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order) Provide Processor with instructions for processing new and renewal policies Answer questions posed by Processors Facilitate audit disputes. Refer customers to other branches of Cross Insurance- Employee Benefits, Personal Lines, etc. Must have P&C License Attain CE credits as necessary for licensing The base salary range for this role is $90,000-$110,000 . Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.

Requirements

Must have P&C License
Attain CE credits as necessary for licensing

Responsibilities

Servicing policies (new and renewal) for commercial customers
Creating and maintaining strong relationships with customers, underwriters and other professionals
Understanding the daily business operations and basic exposures of our customers
Adhering to the Cross Procedure Manual as well as the CL WORKFLOW Manual and Timelines
Responding to customer inquiries including coverage questions, requests for documentation with direction of the Account Executive/Producer
Preparing new business submissions
Following-up with underwriters for the timely receipt of quotes
Responding to requests from underwriters
Producing binders for New & Renewal Accounts
Meeting with AE/Producer monthly to review marketing instructions
Preparing Annual Review Kits and New and Renewal proposals
Collecting applications and underwriting information from Account Executive (AE) and/or client as necessary to market new and renewal policies
Assisting AE/Producer in completing these items as much as possible
Adding Master COIs & EPIs when new accounts are written/ and updates on renewals
Creating new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
Providing Processor with instructions for processing new and renewal policies
Answering questions posed by Processors
Facilitating audit disputes
Referring customers to other branches of Cross Insurance- Employee Benefits, Personal Lines, etc.