Commercial Lines Account Manager

Account Managers are primarily responsible for servicing clients/prospects, while creating and maintaining strong relationships with customers, underwriters and other professionals.

Duties of an Account Manager include, but are not limited to:

• Follow Commercial Lines timeline, adhere to Cross Procedure Manual and Master Commercial Lines Workflow Manual
• Meet with Producer/Account Executive monthly to review marketing instructions.
• Visit clients as necessary
• Assist in soliciting increases in coverage (round out accounts)
• Have technical knowledge of insurance coverages & products to advise clients
• 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
• 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, requests for documentation with or without direction of the Producer/AE
• Facilitate audit disputes

The base salary range for this role is $65,000-$85,000. 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.

About Us

Family Owned
From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, we’ve grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held.
Our offices inspire a culture of community by supporting causes they stand behind. From fundraising for local food banks, to volunteering at after school programs, we’re proud of the many ways our offices find to give back. Initiatives vary from branch to branch to better serve the individual communities they are located in.