About this role
The Cross Family of Agencies welcomes you. We need your talent and expertise.
Including but not limited to:
- Follow Large Commercial Timeline, adhere to Cross Procedure Manual and Master CL Workflow Manual.
- Handle 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 as a proxy for Account Executive.
- Assist in soliciting increases in coverage (Round out accounts).
- Can provide an Analysis of Coverage.
- Has in-depth technical knowledge of insurance coverages & products to advise clients with very little direction of an Account Executive.
- 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 and request cancellation of policy when payment(s) are not received per Cross guidelines.
- Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
- Produce Initial binders for Renewal and New Accounts.
- Provide clear concise instructions for processing new and renewal policies.
- Accurately Complete CL Checklist.
- 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.
- Answer questions posed by Processing Analysts.
- Facilitate audit disputes.