Commercial Lines Account Manager - Client Growth & Renewals

Cross Financial Corp.; Boston (MA); Vor Ort; USD 65.000 - 85.000; Vollzeit

Zusammenfassung

Cross Family of Agencies is seeking an Account Manager in Boston to service clients and prospects, maintaining strong relationships with customers, underwriters, and professionals. You will follow Commercial Lines timelines and assist in coverage increases while advising on insurance products.

The role requires meeting monthly with the Producer/Account Executive, visiting clients as needed, and preparing renewal and new business submissions.

Aufgaben

• Follow Commercial Lines timeline, adhere to Cross Procedure Manual and Master Commercial Lines Workflow Manual
• Meet with Producer/Account Executive monthly to review marketing instructions
• Visit clients as necessary
• Assist in soliciting increases in coverage (round out accounts)
• Have technical knowledge of insurance coverages & products to advise clients
• 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
• Create new policy issuance instructions, quote instructions and renewal instructions for insurance company.
• Produce initial binders for Renewal and New Accounts
• Provide clear concise instructions for processing new and renewal policies
• 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
• Facilitate audit disputes

Jobbeschreibung

Cross Family of Agencies is seeking an Account Manager in Boston to service clients and prospects, maintaining strong relationships with customers, underwriters, and professionals. You will follow Commercial Lines timelines and assist in coverage increases while advising on insurance products.

The role requires meeting monthly with the Producer/Account Executive, visiting clients as needed, and preparing renewal and new business submissions.