Cross Insurance

Account Manager

• servicing commercial lines insurance policies (new and renewal)
• creating and maintaining strong relationships with customers, underwriters, and other professionals
• Collecting payment information, uploading payments to various company websites, and recording activity notes in AMS360.
• Meeting annual sales goal.
• Following up on all ‘Broker of Record’ letters within your assigned book of business.
• Service an average size book of business.
• Perform other duties as assigned.

Commercial Lines Account Manager

• Understand the daily business operations and basic exposures of our customers.
• Respond to customer inquiries including coverage questions, requests for documentation with direction of the Account Executive.
• Follow-up with underwriters for the timely receipt of quotes.
• Respond to requests from underwriters.
• Produce binders for New Accounts.
• Answer questions posed by CSRs.
• Facilitate audit disputes.
• Pursue prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines.
• Refer customers to other branches of Cross Insurance- Employee Benefits, Personal Lines, etc.
• Collect applications and underwriting information from Account Executive (AE) as necessary to market new and renewal policies.
• Assist AE in completing these items if possible.
• Complete “Yes” or “No” sections of CL Checklist.
• Add Master COIs & EPIs when new accounts are written.
• Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
• Meet with CL team monthly to review marketing instructions.
• Prepare renewal summaries and proposals.
• Prepare new business submissions and proposals.
• Has In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients with very little direction.
• Visit clients as necessary.
• Assist in soliciting increases in coverage (Round out accounts).
• Handles Large Complex Accounts.

Marketing

• work autonomously or in collaboration with the new business team
• receive, underwrite, quote, propose, create and provide applications/forms
• issue new business accounts
• maintain client activity in the agency automation system

Commercial Lines Account Manager

Commercial Lines Account Manager

Commercial Lines Assistant