Commercial Lines Account Manager

LEI Cross Financial Corp; Augusta (ME); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) with match

Paid time off

Job summary

Cross Insurance in Maine's Augusta office is seeking an Account Manager to service commercial policies and maintain strong relationships with clients, underwriters, and professionals.

You will respond to inquiries, assist with renewals and documentation, prepare binders and proposals, and coordinate with Account Executives on marketing and submissions. A P&C license and proven sales experience are required, with excellent written and verbal communication.

Qualifications

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

Responsibilities

• Understand daily business operations and exposures of customers.
• Respond to customer inquiries including coverage questions and documentation requests with AE direction.
• Follow up with underwriters for quotes and receipt of information.
• Prepare renewals, proposals, and new business submissions.
• Visit clients as needed on behalf of AE and assist in increasing coverage.

Skills

P&C Licensure

Proven selling experience

Strong customer service & written/ver

Job description

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

About Us

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 65 years. We've still held on to our core values of integrity, hard work, and dedication, and are still privately held.

Description

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

• 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).
• Can provide an Analysis of Coverage.
• Attain CE credits as necessary for licensing.

Required Job Skills

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

Compensation

The base salary range for this role is $60,000-$75,000 annually. 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.

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

Family Owned

From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, we've grown rapidly over the past 65 years. We've still held on to our core values of integrity, hard work, and dedication, and are still privately held. Our offices inspire a culture of community by supporting causes they stand behind. From fundraising for local food banks, to volunteering at after school programs, we're proud of the many ways our offices find to give back. Initiatives vary from branch to branch to better serve the individual communities they are located in.