Commercial Lines Account Manager

LEI Cross Financial Corp; Portsmouth (NH); On-site; USD 65,000 - 85,000; Full time

Job summary

Cross Insurance is seeking a Commercial Lines Account Manager to service new and renewal policies for commercial clients. You will maintain strong relationships with customers, underwriters, and professionals while supporting Account Executives in pricing, submissions, and renewals.

The role requires knowledge of P&C insurance, strong communication skills, and a proven sales track record within a supportive team. Hybrid options may apply in some locations.

Qualifications

• P&C licensure required.
• Advanced knowledge of Microsoft Office Suite.
• Proven experience in selling insurance products.
• Strong customer service and written/verbal communication skills.

Responsibilities

• Service commercial policies (new and renewal) and maintain relationships with clients, underwriters and AE.
• Respond to customer inquiries and coverage questions with guidance from the Account Executive.
• Follow up with underwriters for quotes and timely responses; prepare binders and renewal submissions.

Skills

P&C Licensure

Customer service

Communication

Tools

Microsoft Office Suite

Job description

About Us

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

Commercial Lines Account Manager

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.

Responsibilities

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

Compensation

The base salary range for this role is $65,000 to $85,000 annually. Actual compensation will be based on factors including location, skills, experience, and internal equity.

Benefits

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

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.