Commercial Lines Account Manager

Cross Insurance

Account Manager at Cross Insurance responsible for servicing commercial policies and maintaining client relationships. Collaborates with underwriters and teams to ensure client satisfaction and timely policy management.

Posted 7/29/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge in servicing commercial insurance policies, maintaining strong customer relationships, and effectively managing communication with underwriters and clients. Proficient in preparing proposals and renewal summaries while ensuring compliance with agency guidelines.

Highest-signal resume keywords

5+ Years ExperienceAdvanced Microsoft Office SuiteCustomer Service SkillsStrong Communication SkillsPolicy Issuance Instructions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Servicing PoliciesCreating ProposalsPreparing Renewal SummariesCollecting ApplicationsCompleting CL ChecklistProducing BindersFacilitating Audit DisputesPursuing Payment of InvoicesResponding to Customer InquiriesAdding Master COIs & EPIs

Soft Skills

Strong Customer Service SkillsStrong Communication Skills

Industry Keywords

Commercial InsuranceUnderwritingCross InsuranceAgency GuidelinesNew Accounts

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

5 or more years’ Experience
Advanced knowledge of Microsoft Office Suite
Strong customer service skills
Strong communication skills (both verbal and written)

Benefits

Comp & perks

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