Commercial Lines Account Manager

LEI Cross Financial; Maine; In loco; USD 60.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k)

Group Medical

Dental

Vision

Paid Holidays

Education Reimbursement

Descrizione del lavoro

Cross Insurance, also known as The Cross Family of Agencies, seeks a Commercial Lines Account Manager to service commercial policies and maintain relationships with clients and underwriters. The role emphasizes understanding exposures, processing renewals, and delivering quality customer service in a team-driven environment.

The position requires at least 2 years of account management experience, proficiency with AMS360 and Microsoft Office, and strong communication skills.

Competenze

• 2+ years of experience in Account Management.
• Strong customer service and communication skills.
• Technical knowledge of insurance coverages and products (advantage).

Mansioni

• Service policies (new and renewal) for commercial customers.
• Maintain strong relationships with customers, underwriters and professionals.
• Prepare proposals and renewal summaries; review marketing instructions.

Conoscenze

Customer service

Communication skills

Account Management

Strumenti

AMS360

MS Office

Descrizione del lavoro

Commercial Lines Account Manager

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

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.

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

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.
• Understand and following the Cross Basic Procedure Manual.
• Undersatnd and following the Commercial Lines Workflow Manual.
• Provide quality customer service to existing and prospective clients.
• Correspond with underwriters re: renewals or new business quotes
• The ability to understand and analyze insurance coverage and policy forms.
• Facilitate audit disputes.
• Pursue prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines.
• Collect applications and underwriting information from client or producer as necessary to market new and renewal policies.
• Complete CL Checklist.
• Add Master COIs & EPIs or binders
• Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
• Meet with CL team bi-weekly to review marketing instructions.
• Prepare new business proposals and renewal summaries
• Has In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients
• Assist in soliciting increases in coverage (Round out accounts)
• 2 or more years Experience
• Can provide an Analysis of Coverage
• Maintain CE credits as necessary for licensing

Required Job Skills

Working knowledge of Microsoft Office Suite and/or experience with AMS360

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

2 years experience in Account Management

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.