Cross Insurance

Account Manager

• Servicing policies (new and renewal) for commercial customers of Cross Insurance
• Creating and maintaining strong relationships with customers, underwriters and other professionals
• Responding to customer inquiries including coverage questions and requests for documentation
• Follow-up with underwriters for timely receipt of quotes
• Producing binders for New Accounts
• Answering questions posed by CSRs
• Facilitating audit disputes
• Pursuing prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines
• Referring customers to other branches of Cross Insurance
• Collecting applications and underwriting information from Account Executive (AE)
• Completing “Yes” or “No” sections of CL Checklist
• Adding Master COIs & EPIs when new accounts are written
• Creating new policy issuance instructions, quote instructions and renewal instructions for insurance company
• Meeting with CL team monthly to review marketing instructions
• Preparing renewal summaries and proposals
• Preparing new business submissions and proposals
• Visiting clients as necessary

Commercial Lines Account Manager