Personal Lines Marketing Assistant

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

Cross Private Client is a boutique Property & Casualty insurance division providing high level customized insurance solutions to individuals and families.
Position Summary

This role supports ongoing incoming agency referrals with new business marketing and placement while following a workflow from submission through quoting, proposal preparation, binding, and policy issuance.
Key Responsibilities

Prepare submissions, quotes, and proposal templates.
Prepare binding documents and policy issuance.
Communicate with assigned carrier underwriters.
Maintain AMS60 system records, including Activity and Suspense items, in a timely manner.
Adhere to outlined workflows and compliance items.
Perform other duties as assigned.
Qualifications

Personal Lines insurance experience preferred.
P&C license preferred.
Strong organizational and communication skills.
Proficiency in Microsoft products, including Outlook and PowerPoint, is a plus.
Compensation

The base salary range for this role is $65,000-$75,000 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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