5+ years of experience in commercial lines insurance management
Advanced knowledge of Microsoft Office Suite
Strong customer service and communication skills
Ability to analyze coverage effectively
In-depth technical knowledge of insurance products and coverages
Responsibilities
Service policies for commercial customers, ensuring customer satisfaction
Respond to customer inquiries with support from the Account Executive
Follow up with underwriters to secure timely quotes
Produce binders for new accounts effectively
Prepare renewal summaries and new business proposals
Facilitate audit disputes and manage collections on agency bills
Conduct client visits as needed to sustain strong relationships
Benefits
401(k) with match
Group Medical, Dental, Vision, and Life Insurance
Short-term and Long-term Disability coverage
Medical and Dependent Care Reimbursement
Education Reimbursement Opportunities
Paid Holidays and Continuing Education support
Professional work environment
Full Job Description
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.
Duties of an Account Manager include, but are not limited to:
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
5 or more years' Experience
Can provide an Analysis of Coverage
Attain CE credits as necessary for licensing
Required Job Skills
Advanced knowledge of Microsoft Office Suite
Strong customer service skills and communication skills (both verbal and written).
Compensation: The base salary range for this role is $75,000-$95,000 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
