Commercial Lines Account Manager - Middle & Large Accounts

Cross Insurance

$85K — $100K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years of experience in commercial insurance focusing on middle market accounts.
  • In-depth understanding of commercial lines coverages and insurance markets.
  • Valid MA Property & Casualty license required.
  • Proficient in Microsoft Office applications.
  • Strong organizational, communication, and interpersonal skills; team-oriented.

Responsibilities

  • Establish trust as the primary advisor for clients.
  • Analyze and review commercial accounts, providing tailored recommendations.
  • Collect necessary information to prepare applications for new and renewal coverage submissions.
  • Develop and present client proposals based on specific needs and pricing.
  • Handle all transaction paperwork for assigned accounts including certificates and invoices.
  • Build and maintain strong relationships with clients and insurance carriers.
  • Participate in renewal meetings alongside producers.

Benefits

  • Comprehensive medical coverage.
  • Dental and vision insurance included.
  • 401(k) plan with company matching.
  • Generous paid time off policy.
Full Job Description
The Corcoran & Havlin Insurance Group, a division of Cross Insurance, is looking for an experienced Account Manager to join our talented Commercial Lines team in our Wellesley, MA headquarters. The selected employee will service assigned middle market commercial insurance accounts. Specific responsibilities include: • Work to be the client’s trusted advisor. • Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients. • Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage. • Prepare client proposals based on client’s needs, rates and coverages. • Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms. • Nurture strong relationships with clients and insurance carrier representatives. • Attend client renewal meetings with producers. Qualifications • Experience in commercial insurance – middle market accounts. (6 year minimum). • Thorough knowledge of commercial lines coverages and markets. • MA Property & Casualty license. • Experience with Microsoft Office products. • Excellent organizational, interpersonal, communication skills and ability to work in a team environment. Compensation: The base salaryrangefor this role is $85,000-$100,000. 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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