Cross Insurance

Commercial Lines Account Manager

Cross Insurance

full-time

Posted on:

Location Type: Hybrid

Location: Scarsdale • New York • United States

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Salary

💰 $90,000 - $150,000 per year

About the role

  • 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.

Requirements

  • Maintain a Property & Casualty license along with keeping up with Continuing Education.
  • Understanding and following the Cross Basic Procedure Manual.
  • Understanding and following the Commercial Lines Workflow Manual.
  • Only using approved Action Codes in AMS 360 / EPIC.
  • Following up and completing open suspense’s daily.
  • Servicing and selling commercial insurance products to prospective and existing clients.
  • Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims representatives).
  • Providing quality customer service to existing and prospective clients.
  • Proactively retaining accounts when applicable.
  • Staying up to date on new insurance products and market/industry trends.
  • The ability to understand and analyze insurance coverage and policy forms.
  • Strong written, oral and phone communication skills.
  • Organize, set, and maintain priorities.
  • Working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams).
Benefits
  • medical
  • dental
  • vision
  • 401(k) with match
  • paid time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Property & Casualty licenseinsurance policy analysiscommercial insurance productspayment processingcustomer service
Soft Skills
relationship buildingcommunication skillsorganizational skillsprioritizationproactive account retention
Certifications
Continuing Education