Commercial Lines Account Manager at Cross Insurance in US - NH - Portsmouth

Job description

• The Cross Family of Agencies welcomes you. We need your talent and expertise.
• The Cross Family of Agencies welcomes you. We need your talent and expertise.
• Commercial Lines Account Manager
• Account Managers are primarily responsible for servicing policies (new and renewal) for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals.

Responsibilities

• 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
• 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 renewal policies. Assist AE in completing these items if possible.
• Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
• Meet with AE 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 of Account Executive
• Visit clients as necessary as a proxy for Account Executive
• Assist in soliciting increases in coverage (Round out accounts)
• Handles Large Complex Accounts
• 5 or more years’ Experience
• Can provide an Analysis of Coverage
• Attain CE credits as necessary for licensing

Requirements

• P&C Licensure
• Advanced knowledge of Microsoft Office Suite
• Proven experience selling.
• Strong customer service skills and communication skills (both verbal and written).

Skills

Required

• P&C Licensure
• Proven experience selling
• Strong customer service skills

Benefits

• Compensation: The base salary range for this role is $65,000 to $85,000 annually. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.