Commercial Lines Account Manager - Mid Market

• The Cross Family of Agencies welcomes you. We need your talent and expertise.
• Full Job Description Commercial Lines Account Manager
• Account Managers   are primarily responsible for servicing Commercial lines insurance policies (new and renewal) while creating and maintaining strong relationships with customers, underwriters, and other professionals.
• Duties of an   Account Manager   include   but are not limited to :
• Maintain a Property & Casualty license along with keeping up with Continuing Education.
• Understanding and following the Cross Basic Procedure Manual.
• Understanding and following the Commercial Lines Workflow Manual.
• Following up and completing open suspense’s daily.
• Servicing and selling insurance products to prospective and existing clients.
• Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims representatives).
• Providing quality customer service to existing and prospective clients.
• Proactively retaining accounts when applicable.
• Staying up to date on new insurance products and market/industry trends.
• The ability to understand and analyze insurance coverage and policy forms.
• Strong written, oral and phone communication skills
• Organize, set, and maintain priorities
• Working knowledge and/or experience with, Microsoft Office (Word, Outlook, Teams).
• Collecting payment information, uploading payments to various company websites, and recording activity notes.
• Meeting annual sales goal.
• Following up on all ‘Broker of Record’ letters within your assigned book of business.
• Service an average size book of business.
• Perform other duties as assigned

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