Commercial Lines Account Manager

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

• Maintain a Property & Casualty license and keep up with Continuing Education.
• Understand and follow the Cross Basic Procedure Manual.
• Understand and follow the Small Commercial Lines Workflow Manual.
• Use only approved Action Codes in AMS 360.
• Follow up and complete open suspense’s daily.
• Keep accurate notation and documentation in the agency management system.
• Service and sell commercial 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 up to date on new insurance products and market/industry trends.
• Understand and analyze insurance coverage and policy forms.
• Demonstrate strong written, oral, and phone communication skills.
• Organize, set, and maintain priorities.
• Have working knowledge and/or experience with AMS
  360, Microsoft Office (Word, Outlook, Teams), ACORD forms, and basic commercial quoting platforms.
• Collect payment information, upload payments to various company websites, and record activity notes in AMS
  360.
• Meet annual sales goal.
• Handle ‘Broker of Record’ letters received in your assigned book of business.
• Service an average size book of business.
• Collaborate with staff members from other departments to provide total account solutions.
• Perform other duties as assigned.