Commercial Lines Account Manager
Cross Insurance
full-time
Posted on:
Location Type: Office
Location: Braintree • Massachusetts • United States
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Salary
💰 $80,000 - $85,000 per year
About the role
- 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.
Requirements
- 5 or more years’ Experience
- Advanced knowledge of Microsoft Office Suite
- Strong customer service skills and communication skills (both verbal and written)
Benefits
- 401(k)
- Group Life/Supplemental Life
- Group Dental
- Group Vision
- Group Medical
- Short-term/Long-term Disability
- Medical & Dependent Care Reimbursement
- Education Reimbursement Opportunities
- Professional Work Environment
- Paid Holidays
- Continuing Education
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance coveragespolicy issuanceunderwritingmarketing instructionsrenewal proposalsaudit disputescustomer inquiriesdocumentation requestsquote instructionsaccount management
Soft Skills
customer servicecommunicationverbal communicationwritten communicationproblem-solvinginterpersonal skillsorganizational skillsteam collaborationattention to detailtime management