The Cross Family of Agencies welcomes you. We need your talent and expertise.
Commercial Lines Account Executive
This position is a client-facing role responsible for directly supporting client relationship management on a renewal book of business and building insurance programs based on client’s daily business operations and exposures. The Account Executive will also be involved with creating and assisting with new or expanded business opportunities for Cross Insurance with either existing clients or prospective clients.
Duties of a Commercial Lines Account Executive include, but are not limited to:
- Foster strong relationships with consistent, value-added engagement between Cross and its client.
- Employ technical knowledge of insurance coverages and products to develop detailed, effective, state-of-the-art insurance strategies for Cross Commercial Lines clients -renewal or new business opportunities.
- Manage the entire new business or renewal sales cycle by working with account manager, managing timelines and communication.
- Organize and implement all necessary resources available for client needs including Account Management, Claims, and Risk Control.
- Collect necessary client information, financial data, and applicable applications.
- Lead efforts to build and maintain detailed client records for renewal or new business presentations – renewal metrics, schedule of insurance, marketing history, trend analysis, historic exposures etc.
- Fully understands and adheres to the Cross Basic Procedure Manual and workflow.
- Negotiate and follow-up with underwriters for the timely receipt of quotes.
- Accurately Complete CL Checklist and indicate coverages that should be recommended.
- Prepare and present new business and renewal proposals to clients/prospects.
- Collect Agency Bill premiums before binding.
- Engage with account manager to help resolve any daily service hurdles, such as audit disputes.
Requirements:
- Five (5) years of insurance experience in a client-facing role.
- Has in-depth technical knowledge of commercial property & casualty insurance coverages and products and can advise clients accordingly.
- Ability to facilitate an effective team dynamic.
- Ability to interpret, analyze and present critical insurance data.
- Strong organizational and leadership skills.
- Excellent verbal and written communication skills.
- Project Management skills including attention to detail, effective deliverables, time management and prioritization.
- Commercial Lines Producer License.
- Experience with AMS360, Microsoft Office (Word, Outlook, PowerPoint, Excel, Teams) and Salesforce a plus.
Compensation: The base salary range for this role is $110,000–$130,000 annually. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package, including but not limited to: Medical; Dental; Vision; Life / AD&D; Short and Long-Term Disability; 401k (with match); HSA/FSA/DCA options; Paid Time Off; and more
DISCLAIMER:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Skills Required
- Five years of insurance experience in a client-facing role
- In-depth technical knowledge of commercial property & casualty insurance coverages
- Commercial Lines Producer License
- Strong organizational and leadership skills
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.
