Commercial Lines Account Manager

LEI Cross Financial Corp; Union (ME); Presencial; USD 60.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k)

Life Insurance

Dental

Vision

Medical

Disability

Educational Reimbursement

Paid Holidays

Continuing Education

Descripción de la vacante

Cross Insurance in Maine is seeking a Commercial Lines Account Manager to service new and renewal policies for commercial clients and to build strong relationships with customers, underwriters, and professionals.

The role requires understanding exposures, analyzing coverage, and delivering high-quality customer service. Proficiency with MS Office and AMS360 is preferred, with 2+ years in account management, and a focus on accuracy and client satisfaction.

Formación

• 2+ years of account management experience.
• Strong communication and customer service skills.
• Ability to analyze coverage and explain to clients.

Responsabilidades

• Service commercial policies (new and renewal).
• Maintain and strengthen client relationships with customers and underwriters.
• Coordinate with underwriters for quotes and policy changes.
• Assist with billing, audits, and policy changes as needed.

Conocimientos

Customer service

Communication skills

Account management

Herramientas

AMS360

Microsoft Office Suite

Descripción del empleo

Commercial Lines Account Manager

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

• 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.

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 we offices find to give back. Initiatives vary from branch to branch to better serve the individual communities they are located in.