Commercial Lines Account Manager

The Cross Family of Agencies welcomes you. We need your talent and expertise.
Commercial Lines Middle Market Account Manager (Account Manager) is responsible for servicing clients and prospects for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters, and other professionals.
Base salary range: $75,000–$110,000 annually. Actual compensation will be based on factors including location, skills, experience, and internal equity.
Benefits include medical, dental, vision, 401(k) with match, paid time off, and more.
Responsibilities 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)
Provide an analysis of coverage
Have in‑depth technical knowledge of insurance coverages & Products to advise clients with little direction from an Account Executive
Understand the daily business operations and exposures of 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 and 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.)
Qualifications Hold a Property & Casualty license
Minimum of 5 years’ experience in commercial lines
Attain CE credits as necessary for licensing
Demonstrated ability to manage complex accounts up to $1,000,000 or more in revenue
Strong knowledge of insurance coverages and products
Excellent communication skills with clients, underwriters, and internal teams

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