Commercial Lines Account Manager - Middle Market

Commercial Lines Account Manager | Wellesley, MA

From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, Cross Insurance has 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.

What We Offer

We're looking for the best talent to build our team, and offer highly competitive salaries and a comprehensive benefits package that includes:

• 401(k)
• Group Life/Supplemental Life
• Group Dental
• Group Vision
• Group Medical
• Short-term/Long-term Disability
• Medical & Dependent Care Reimbursement
• Education Reimbursement Opportunities
• Professional Work Environment
• Paid Holidays
• Continuing Education

Position Purpose

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.

Responsibilities

• Understand the daily business operations and basic exposures of our customers.
• Respond to customer inquiries including coverage questions, requests for documentation with direction of the Account Executive
• Follow-up with underwriters for the timely receipt of quotes.
• Respond to requests from underwriters.
• Produce binders for New Accounts
• Answer questions posed by CSRs
• Facilitate audit disputes.
• Pursue prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines.
• Refer customers to other branches of Cross Insurance- Employee Benefits, Personal Lines, etc.
• Collect applications and underwriting information from Account Executive (AE) as necessary to market new and renewal policies. Assist AE in completing these items if possible.
• Complete "Yes" or "No" sections of CL Checklist.
• Add Master COIs & EPIs when new accounts are written
• Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
• Provide CSR with instructions for processing new and renewal policies utilizing the Processing Instructions Guideline (PIG) worksheet. (If needed)
• Meet with AE monthly to review marketing instructions.
• Prepare renewal summaries and proposals
• Prepare new business submissions and proposals
• Has In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients with very little direction of Account Executive
• Visit clients as necessary as a proxy for Account Executive
• Assist in soliciting increases in coverage (Round out accounts)
• Handles Large Complex Accounts
• 5 or more years Experience
• Can provide an Analysis of Coverage
• Attain CE credits as necessary for licensing.

Qualifications

• Advanced knowledge of Microsoft Office Suite
• Proven experience selling.
• Strong customer service skills and communication skills (both verbal and written).
• Valid driver's license and reliable vehicle.