Commercial Lines Account Manager

Reposted 25 Days Ago
Be an Early Applicant
Portsmouth, NH, USA
In-Office
65K-90K Annually
Mid level
Insurance
The Role
Account Managers service policies for commercial customers, maintaining relationships, responding to inquiries, and preparing renewal proposals. Key duties include collaborating with underwriters and assisting in policy management.
Summary Generated by Built In

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

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

Account Managers are primarily responsible for servicing policies (new and renewal) for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals. 

Duties of an Account Manager include, but are not limited to:

  • Understand the daily business operations and basic exposures of our customers.
  • Adhere to the Cross Procedure Manual as well as the CL WORKFLOW Manual and Timelines
  • Respond to customer inquiries including coverage questions, requests for documentation with direction of the Account Executive/Producer
  • Follow-up with underwriters for the timely receipt of quotes.  
  • Respond to requests from underwriters.
  • Meet with AE/Producer monthly to review marketing instructions.
  • Prepare Renewal proposals
  • Collect applications and underwriting information from Account Executive (AE) and/or client as necessary to market new and renewal policies.  Assist AE/Producer in completing these items as much as possible.
  • Add Master COIs & EPIs when new accounts are written/ and updates on renewals
  • Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
  • Provide Assistant Account Manager with instructions for processing new and renewal policies
  • Answer questions posed by Assistant Account Manager
  • Facilitate audit disputes.
  • Must have P&C License
  • Attain CE credits as necessary for licensing

The base salary range for this role is $65,000-$90,000.  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.

Top Skills

P&C License
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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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