Commercial Lines Account Manager

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

Account Managers are primarily responsible for servicing clients/prospects, while creating and maintaining strong relationships with customers, underwriters and other professionals.

Duties of an Account Manager include, but are not limited to :

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/AEFacilitate audit disputes

The base salary range for this role is $65,000-$85,000 . 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.