The Cross Family of Agencies welcomes you. We need your talent and expertise.
Including but not limited to:
- Follow Large Commercial Timeline, adhere to Cross Procedure Manual and Master CL Workflow Manual.
- Handle Large Complex Accounts (Book of Business up to $1,000,000 or more in revenue.
- Meet with Producer/AE monthly to review marketing instructions.
- Visit clients as necessary as a proxy for Account Executive.
- Assist in soliciting increases in coverage (Round out accounts).
- Can provide an Analysis of Coverage.
- Has in-depth technical knowledge of insurance coverages & products to advise clients with very little direction of an Account Executive.
- 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 and request cancellation of policy when payment(s) are not received per Cross guidelines.
- Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
- Produce Initial binders for Renewal and New Accounts.
- Provide clear concise instructions for processing new and renewal policies.
- Accurately Complete CL Checklist.
- 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.
- Answer questions posed by Processing Analysts.
- Facilitate audit disputes.
Skills Required
- In-depth technical knowledge of commercial insurance coverages and products
- Ability to handle large, complex commercial accounts
- Ability to analyze insurance coverage and advise clients
- Understanding of customers’ daily business operations and exposures
- Ability to prepare new-business and renewal submissions, proposals, and binders
- Ability to communicate with clients, producers, account executives, underwriters, and processing analysts
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.
