About this role
The Cross Family of Agencies welcomes you. We need your talent and expertise.
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.