Strategic Commercial Lines Account Lead

Cross Insurance; Boston (MA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Paid time off

Job summary

Cross Insurance seeks an Account Manager to service clients and prospects, maintain strong relationships with customers and underwriters, and support renewals and new business submissions. You will follow workflow manuals, visit clients as needed, and assist in increasing coverage where appropriate.

The role requires technical knowledge of commercial lines, excellent communication, and the ability to manage daily agency operations and invoicing.

Qualifications

• Minimum 3 years in insurance account management.
• Ability to solicit increased coverage and cross-sell.
• Strong knowledge of commercial lines coverages.
• Excellent communication and client service skills.

Responsibilities

• Servicing clients and prospects while maintaining strong relationships with customers, underwriters and professionals.
• Follow timelines and internal workflows; coordinate with Producer/AE monthly.
• Solicit increases in coverage and round out accounts.
• Prepare renewal and new business submissions and proposals.
• Provide clear instructions for policy issuance and renewal processing.
• Respond to underwriting requests and assist with audits and documentation.

Skills

Client relations

Sales support

Insurance knowledge

Communication

Job description

Cross Insurance seeks an Account Manager to service clients and prospects, maintain strong relationships with customers and underwriters, and support renewals and new business submissions. You will follow workflow manuals, visit clients as needed, and assist in increasing coverage where appropriate.

The role requires technical knowledge of commercial lines, excellent communication, and the ability to manage daily agency operations and invoicing.