The Cross Family of Agencies welcomes you. We need your talent and expertise.
Account Managers are primarily responsible for servicing clients/prospects, while creating and maintaining strong relationships with customers, underwriters and other professionals.
Duties of an Account Manager include, but are not limited to:
- Follow Commercial Lines timeline, adhere to Cross Procedure Manual and Master Commercial Lines Workflow Manual
- Meet with Producer/Account Executive monthly to review marketing instructions.
- Visit clients as necessary
- Assist in soliciting increases in coverage (round out accounts)
- Have technical knowledge of insurance coverages & products to advise clients
- 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
- Create new policy issuance instructions, quote instructions and renewal instructions for insurance company.
- Produce initial binders for Renewal and New Accounts
- Provide clear concise instructions for processing new and renewal policies
- 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
- Facilitate audit disputes
The base salary range for this role is $65,000-$85,000. 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
- Technical knowledge of insurance coverages and products
- Understanding of customers’ daily business operations and exposures
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.
