Commercial lines account manager

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Including but not limited to:

• Follow Large Commercial Timeline, adhere to Cross Procedure Manual and Master CL Workflow Manual.
• Handle 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. (Bind Order)
• Produce Initial binders for Renewal and New Accounts.
• Provide clear concise instructions for processing new and renewal policies.
• Accurately Complete CL Checklist.
• 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.