Commercial Lines Account Manager - Mid Market

zDNU LTC Cross Insurance, Inc. - New Hampshire (inactive); Portsmouth (NH); On-site; USD 60,000 - 80,000; Full time

Job summary

zDNU LTC Cross Insurance, Inc. - New Hampshire is seeking a Commercial Lines Account Manager to service both new and renewal commercial lines insurance policies. Responsibilities include creating and maintaining strong relationships with customers and underwriters, providing excellent customer service, and staying updated on insurance products.

The ideal candidate will have exceptional communication skills and a commitment to ongoing education. A Property & Casualty license is required, along with proficiency in Microsoft Office. This role involves meeting annual sales goals and managing an average size book of business.

Qualifications

• Ability to understand and analyze insurance coverage and policy forms.
• Ability to meet an annual sales goal.
• Commitment to Continuing Education requirements and license maintenance.

Responsibilities

• Service new and renewal commercial lines insurance policies.
• Create and maintain strong relationships with customers and underwriters.
• Follow up and complete open suspenses daily.
• Provide quality customer service to existing and prospective clients.
• Stay current on new insurance products and market trends.

Skills

Strong written communication skills

Strong oral communication skills

Knowledge of Microsoft Office (Word, Outlook, Teams)

Job description

Commercial Lines Account Manager

Account Managers are primarily responsible for servicing commercial lines insurance policies (new and renewal) while creating and maintaining strong relationships with customers, underwriters, and other professionals.

Key Responsibilities

• Service new and renewal commercial lines insurance policies.
• Create and maintain strong relationships with customers, underwriters, and other professionals.
• Maintain a Property & Casualty license and keep up with Continuing Education.
• Follow the Cross Basic Procedure Manual and the Commercial Lines Workflow Manual.
• Follow up and complete open suspense’s daily.
• Serve and sell insurance products to prospective and existing clients.
• Establish and maintain good working relationships with company personnel (underwriters, marketing representatives, company service center, and claims representatives).
• Provide quality customer service to existing and prospective clients.
• Proactively retain accounts when applicable.
• Stay current on new insurance products and market/industry trends.
• Understand and analyze insurance coverage and policy forms.
• Organize, set, and maintain priorities.
• Use Microsoft Office (Word, Outlook, Teams) effectively.
• Collect payment information, upload payments to company websites, and record activity notes.
• Meet the annual sales goal.
• Follow up on all 'Broker of Record' letters within your assigned book of business.
• Manage an average size book of business.
• Perform other duties as assigned.

Required Qualifications

• Strong written, oral, and phone communication skills.
• Ability to understand and analyze insurance coverage and policy forms.
• Knowledge of Microsoft Office (Word, Outlook, Teams).
• Ability to meet an annual sales goal.
• Commitment to Continuing Education requirements and license maintenance.