Commercial Lines Account Manager

Cross Insurance

$80K — $100K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in commercial lines insurance management
  • In-depth technical knowledge of insurance coverages and products
  • Proven sales experience within the insurance sector
  • Strong verbal and written communication skills
  • Proficient in Microsoft Office Suite; familiarity with social media platforms
  • Valid driver's license and reliable vehicle

Responsibilities

  • Manage and service new and renewal commercial insurance policies
  • Build and maintain strong relationships with customers, underwriters, and internal teams
  • Respond promptly to customer inquiries and requests for documentation
  • Follow up with underwriters for timely quote acquisition
  • Prepare proposals and renewal summaries
  • Facilitate customer payment processes and policy cancellations
  • Visit clients as necessary to support Account Executive duties

Benefits

  • Comprehensive medical, dental, and vision insurance
  • 401(k) retirement plan with company match
  • Paid time off for personal and sick days
  • Opportunities for continuing education and licensing
  • Supportive company culture promoting professional growth
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) •    Provide CSR with instructions for processing new and renewal policies utilizing the Processing Instructions Guideline (PIG) worksheet. (If needed) •    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. Required Job Skills      Advanced knowledge of Microsoft Office Suite and understanding of social media platforms.     Has In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients with very little direction of Account Executive     Proven experience selling.      Strong customer service skills and communication skills (both verbal and written).     Valid driver's license and reliable vehicle. 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.

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