Assistant Commercial Lines Account Manager

Posted 5 Days Ago
Be an Early Applicant
Westport, CT, USA
In-Office
60K-75K Annually
Junior
Insurance
The Role
The Assistant Commercial Lines Account Manager supports account management by servicing commercial client accounts, preparing documentation, and responding to client inquiries.
Summary Generated by Built In

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

Position Summary:
The Commercial Lines Assistant Account Manager provides essential support to the Account Management team in servicing and maintaining commercial client accounts. This role is best suited for someone who is organized, detail-oriented, and enjoys working as part of a team to deliver consistent, high-quality service.

Key Responsibilities:

  • Support Account Managers in servicing a book of commercial lines business
  • Prepare certificates of insurance, policy changes, and related documentation
  • Assist with renewals and new business processing
  • Communicate with carriers regarding policy updates, underwriting requests, and billing inquiries
  • Maintain accurate and up-to-date client records in the agency management system
  • Respond to client requests in a timely and professional manner
  • Review policies and endorsements for accuracy
  • Assist clients with billing-related inquiries and coordinate with carriers to resolve discrepancies

Qualifications:

  • 1–3 years of commercial lines insurance experience or related background
  • Property & Casualty license, or ability to obtain within a specified timeframe
  • Strong organizational skills and attention to detail
  • Clear and professional written and verbal communication skills
  • Proficiency in Microsoft Office; Applied Epic experience preferred

Preferred Skills:

  • Working knowledge of commercial insurance coverages and terminology
  • Experience in an independent agency environment
  • Ability to manage competing priorities with accuracy and follow-through

Compensation: The base salary range for this role is $60,000 to $75,000 annually.  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.

Skills Required

  • 1-3 years of commercial lines insurance experience or related background
  • Property & Casualty license, or ability to obtain within a specified timeframe
  • Strong organizational skills and attention to detail
  • Clear and professional written and verbal communication skills
  • Proficiency in Microsoft Office
  • Applied Epic experience preferred
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The Company
HQ: Bangor, ME
749 Employees
Year Founded: 1954

What We Do

Cross Insurance is a family owned insurance agency with over 40 branches throughout the Northeast. Established at the kitchen table of Woodrow Cross in 1954, today we have become one of New England’s largest independent insurance intermediaries. In 2023 and 2024 we were named the 2nd Largest Insurance Broker in Massachusetts. Since our founding, we have successfully acquired over 150 operations, increasing our footprint on the Northeast. With over 1,100 employees and counting, our experienced team is ready to provide insurance options for you. - 27th Largest Broker of U. S. Business, Per Business Insurance report ’20 - 2nd Largest Insurance Broker in Massachusetts, per Boston Business Journal ’22, '23, and '24 - Official Insurance Broker of the New England Patriots, Gillette Stadium, the Boston Bruins, the Boston Red Sox, and New England Revolution Four generations later, Cross Insurance is still family owned and operated. Cross Insurance is headquartered in Bangor, Maine.

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