Cross Insurance Benefits Overview

Supports Account Managers serving high net worth personal insurance clients. Processes policy changes, endorsements, renewals, billing inquiries, payments, reconciliations, quotes, and client documentation. Maintains accurate account records, follows up on outstanding items, and assists with renewal preparation and marketing activities.

Manages commercial insurance accounts by servicing clients, coordinating with producers and underwriters, preparing new and renewal submissions, proposals, binders, and policy instructions. Advises clients on coverage, gathers underwriting information, follows up on quotes, handles invoicing and documentation, supports coverage increases, responds to inquiries, and facilitates audit disputes while maintaining strong client and professional relationships.

Manage complex commercial insurance accounts throughout marketing, renewal, and new-business processes. Responsibilities include preparing submissions, proposals, binders, coverage analyses, and policy instructions; coordinating with producers, account executives, clients, underwriters, and processing analysts; answering coverage questions; following up on quotes; invoicing; handling audits; and supporting account retention and coverage expansion.