Commercial Lines Account Manager

crossagency; Maine; Presencial; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

The Cross Family of Agencies in Maine is seeking an experienced insurance professional to join our team. You will manage large commercial accounts, gather underwriting information, and prepare proposals for renewal and new business.

You will follow established procedures, meet monthly with the Producer/AE, and serve as a liaison to clients and underwriters to ensure timely quotes and accurate policy issuance.

Formación

• Experience handling large commercial accounts.
• Strong knowledge of insurance coverages and products.
• Ability to collect underwriting information and prepare submissions.

Responsabilidades

• Follow timelines and company manuals for commercial accounts.
• Manage large complex accounts with up to $1,000,000+ revenue.
• Meet with Producer/AE monthly to review marketing instructions.
• Visit clients as proxy for Account Executive.
• Prepare renewal and new business submissions and proposals.
• Communicate with underwriters and process policy issuances.
• Coordinate compliant invoicing and document handling.

Conocimientos

Insurance knowledge

Account management

Client relationship

Renewals

Descripción del empleo

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

Including but not limited to:

• Follow Large Commercial Timeline, adhere to Cross Procedure Manual and Master CL Workflow Manual.
• Handle Large Complex Accounts (Book of Business up to $1,000,000 or more in revenue.
• Meet with Producer/AE monthly to review marketing instructions.
• 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.
• Has in-depth technical knowledge of insurance coverages & products to advise clients with very little direction of an Account Executive.
• 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 and request cancellation of policy when payment(s) are not received per Cross guidelines.
• Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
• Produce Initial binders for Renewal and New Accounts.
• Provide clear concise instructions for processing new and renewal policies.
• Accurately Complete CL Checklist.
• 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.
• Answer questions posed by Processing Analysts.
• Facilitate audit disputes.