Commercial Lines Senior Account Manager

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

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

• Follow Large Commercial Timeline, adhere to Cross Procedure Manual and Master CL Workflow Manual
• Handles 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
• Assist in soliciting increases in coverage (round out accounts)
• Has 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