The Cross Family of Agencies welcomes you. We need your talent and expertise.
Commercial Lines/ Support are primarily responsible for supporting, processing and servicing Insurance products (new and renewal) while creating and maintaining strong relationships with customers, sureties, underwriters, and other professionals. Most work will be in support of Insurance Account Managers and/or Producers
Duties of a Commercial Lines/ Support person include but are not limited to:
- Maintain a Property & Casualty license along with keeping up with Continuing Education.
- Working with Account Managers/Producers and other support team members to service and maintain clients
- Managing and producing Certificate(s) of Insurance (COI’s)
- Understanding and following the Cross Basic Procedure Manual.
- Understanding and following the Commercial Lines Workflow Manual.
- Only using approved Action Codes in AMS 360 / EPIC / Salesforce or any applicable SRM, CRM
- Processing documents that involve insurance procurement, review or endorsements
- Following up and completing open suspense’s daily.
- Servicing and selling, where applicable, personal or Insurance products to prospective and existing clients.
- Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims representatives).
- Providing quality customer service to existing and prospective clients.
- Proactively retaining accounts when applicable
- Maintain strong technical knowledge of Insurance principles.
- Staying up to date on new insurance products and market/industry trends.
- The ability to understand and analyze insurance coverage and policy forms.
- Strong written, oral and phone communication skills
- Organize, set, and maintain priorities.
- Working knowledge and/or experience with AMS360 / EPIC, Microsoft Office (Word, Outlook, Teams), Insurance Pro and PL Rater (if applicable).
- Collecting payment information, uploading payments to various company websites, and recording activity notes in AMS360 / EPIC.
- Meeting annual sales goal.
- Following up on all ‘Broker of Record’ letters within your assigned book of business.
- Supporting the service the needs of a book or book(s) of business.
- Perform other duties as assigned.
Top 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.
