Commercial Lines Account Manager

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Account Managers are primarily responsible for servicing clients/prospects, while creating and maintaining strong relationships with customers, underwriters and other professionals.

Duties of an Account Manager  include, but are not limited to :

- Follow Commercial Lines timeline, adhere to Cross Procedure Manual and Master Commercial Lines Workflow Manual

- Meet with Producer/Account Executive monthly to review marketing instructions.

- Visit clients as necessary

- Assist in soliciting increases in coverage (round out accounts)

- Have technical knowledge of insurance coverages & products to advise clients

- Understand the daily business operations and exposures of our customers

- Collect applications and underwriting information from Producer/AE and/or Client and Prospects as necessary to market new and renewal policies

- Prepare Annual Review Kits and Proposals

- Prepare Renewal and New business submissions and proposals

- Follow-up with underwriters for the timely receipt of quotes

- Respond to requests from underwriters.

- Invoice for prompt payment of agency bill invoices

- Create new policy issuance instructions, quote instructions and renewal instructions for insurance company.

- Produce initial binders for Renewal and New Accounts

- Provide clear concise instructions for processing new and renewal policies

- Add Master COIs & EPIs on Renewal and New Business

- Respond to customer inquiries including coverage questions, requests for documentation with or without  direction of the Producer/AE

- Facilitate audit disputes

The base salary range for this role is $65,000-$85,000 .  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.