Commercial Lines Account Manager

LEI Cross Financial Corp; Lewiston (ME); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

401(k)

Group Life

Dental

Vision

Medical

Disability

Education Reimbursement

Opportunities

Professional Work Environment

Paid Holidays

Continuing Education

Job summary

Cross Insurance is seeking a Commercial Lines Account Manager to service policies and renewals for commercial clients, while building strong relationships with customers, underwriters and professionals. The role emphasizes timely responses to inquiries, coordinating with Account Executives, and preparing renewal proposals.

The ideal candidate will have 5+ years of experience, P&C licensure, and strong communication skills.

Qualifications

• P&C Licensure required.
• Advanced knowledge of Microsoft Office Suite and social media platforms.
• Proven experience in selling insurance products.
• Strong customer service and communication skills (verbal and written).
• Valid driver’s license and reliable vehicle.

Responsibilities

• Serve commercial clients by managing policies (new and renewal).
• Maintain strong client relationships with customers, underwriters and professionals.
• Coordinate with Account Executive for renewals and quotes.
• Prepare renewal summaries and proposals.
• Meet monthly with AE to review marketing instructions.
• Assist in submitting new business and renewal packs.

Skills

P&C Licensure

MS Office & Social Media

Proven selling experience

Strong communication

Valid driver’s license

Tools

Microsoft Office

Job description

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

Commercial Lines Account Manager

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 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 that includes:

• 401(k)


• Group Life/Supplemental Life


• Group Dental


• Group Vision


• Group Medical


• Short-term/Long-term Disability


• Medical & Dependent Care Reimbursement


• Education Reimbursement


• Opportunities


• Professional Work Environment


• Paid Holidays


• Continuing Education

Compensation: The base salary range for this role is $50,000 to $65,000 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.

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).


• Handles Large Complex Accounts.


• 5 or more years' Experience.


• Can provide an Analysis of Coverage.


• Attain CE credits as necessary for licensing.

Required Job Skills

• P&C Licensure


• Advanced knowledge of Microsoft Office Suite and understanding of social media platform


• Proven experience selling.


• Strong customer service skills and communication skills (both verbal and written).


• Valid driver’s license and reliable vehicle.

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.