Cross Insurance

Account Manager

• Understand the daily business operations and basic exposures of our customers
• Prepare, monitor and process renewals in accordance with agency procedures
• Follow-up with underwriters for the timely receipt of quotes and respond to underwriter requests
• Prepare renewal summaries and proposals as needed
• Produce binders for clients when policies not received and deliver to insured by effective date
• Facilitate audit disputes
• Pursue prompt payment of agency bill invoices and request cancellation of policy when payments are not received per Cross guidelines
• Daily account servicing: assist clients, request and process policy changes, verify accuracy of policy documents
• Complete CL Checklist and create new policy issuance/quote/renewal instructions (Bind Order)
• Facilitate and monitor invoicing, monthly statements, payments and premium finance agreements
• Maintain monthly reports including suspense, unbilled premiums, expiration lists

Commercial Lines Account Manager – Small Business