Commercial Lines Middle Market Account Manager Account Managers are primarily responsible for servicing clients/prospects for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals. The base salary range for this role is $75,000-$110,000 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.
Duties of a Middle Market
Account Manager include,
but are not limited to:
- Follow Large Commercial Timeline, adhere to Cross Procedure Manual and Master CL Workflow Manual
- Handles Large Complex Accounts (Book of Business up to $1,000,000 or more in revenue
- Meet with Producer/AE monthly to review marketing instructions.
- Visit clients as necessary as a proxy for Account Executive
- Assist in soliciting increases in coverage (Round out accounts)
- Can provide an Analysis of Coverage
- Has In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients with very little direction of an Account Executive
- Understand the daily business operations and exposures of our customers
- Collect applications and underwriting information from Producer/AE and/or Client and Prospects as necessary to market new and renewal policies
- Prepare Annual Review Kits and Proposals
- Prepare Renewal and New business submissions and proposals
- Follow-up with underwriters for the timely receipt of quotes
- Respond to requests from underwriters
- Invoice for prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines.
- Create new policy issuance instructions, quote instructions and renewal instructions for insurance company
- Produce Initial binders for Renewal and New Accounts
- Provide clear concise instructions for processing new and renewal policies
- Add Master COIs & EPIs on Renewal and New Business
- Respond to customer inquiries including coverage questions, requests for documentation with or without direction of the Producer/AE
- Answer questions posed by Processing Analysts
- Facilitate audit disputes.
- Refer customers to other branches of Cross Insurance- Employee Benefits, Personal Lines, etc.
- Have Property & Casualty License
- 5 or more years' Experience
- Attain CE credits as necessary for licensing.
Compensation: The base salary range for this role is $80,000-$100,000 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.
