The Cross Family of Agencies welcomes you. We need your talent and expertise.
Commercial Lines Account Manager
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.
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Duties of an Account Manager include, but are not limited to:
• Understand the daily business operations and basic exposures of our customers.
• Respond to customer inquiries including coverage questions, requests for documentation with direction of the Account Executive
• Follow-up with underwriters for the timely receipt of quotes.
• Respond to requests from underwriters.
• Produce binders for New Accounts
• Answer questions posed by CSRs
• Facilitate audit disputes.
• Pursue prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines.
• Refer customers to other branches of Cross Insurance- Employee Benefits, Personal Lines, etc.
• Collect applications and underwriting information from Account Executive (AE) as necessary to market new and renewal policies. Assist AE in completing these items if possible.
• Complete “Yes” or “No” sections of CL Checklist.
• Add Master COIs & EPIs when new accounts are written
• Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
• Provide CSR with instructions for processing new and renewal policies utilizing the Processing Instructions Guideline (PIG) worksheet. (If needed)
• Meet with AE monthly to review marketing instructions.
• Prepare renewal summaries and proposals
• Prepare new business submissions and proposals
• Has In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients with very little direction of Account Executive
• Visit clients as necessary as a proxy for Account Executive
• Assist in soliciting increases in coverage (Round out accounts)
• Handles Large Complex Accounts
• 5 or more years Experience
• Can provide an Analysis of Coverage
• Attain CE credits as necessary for licensing.
Required Job Skills
Advanced knowledge of Microsoft Office Suite and understanding of social media platforms.
Has In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients with very little direction of Account Executive
Proven experience selling.
Strong customer service skills and communication skills (both verbal and written).
Valid driver's license and reliable vehicle.
Compensation: The base salary range for this role is $80,000–$100,000 {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
- 5 or more years experience
- Valid driver's license and reliable vehicle
- Proven experience selling
- Strong customer service skills and communication skills
- Advanced knowledge of Microsoft Office Suite
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.
