Commercial Lines Account Manager

Join The Cross Family Of Agencies

Account Managers are primarily responsible for servicing policies (new and renewal) for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals.

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

• Understand the daily business operations and basic exposures of our customers.
• Adhere to the Cross Procedure Manual as well as the CL WORKFLOW Manual and Timelines
• Respond to customer inquiries including coverage questions, requests for documentation with direction of the Account Executive / Producer
• Prepare new business submissions
• Follow-up with underwriters for the timely receipt of quotes.
• Respond to requests from underwriters.
• Produce binders for New & Renewal Accounts
• Meet with AE / Producer monthly to review marketing instructions.
• Prepare Annual Review Kits and New and Renewal proposals
• Collect applications and underwriting information from Account Executive (AE) and / or client as necessary to market new and renewal policies. Assist AE / Producer in completing these items as much as possible.
• Add Master COIs & EPIs when new accounts are written / and updates on renewals
• Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
• Provide Processor with instructions for processing new and renewal policies
• Answer questions posed by Processors
• Facilitate audit disputes.
• Refer customers to other branches of Cross Insurance- Employee Benefits, Personal Lines, etc.
• Must have P&C License
• Attain CE credits as necessary for licensing