The Cross Family of Agencies welcomes you. We need your talent and expertise.
Personal Lines Account Manager
Account Managers are primarily responsible for servicing personal lines insurance policies (new and renewal) while creating and maintaining strong relationships with customers, underwriters, and other professionals.
Duties of an Account Manager include but are not limited to:
- Maintain a Property & Casualty license along with keeping up with Continuing Education.
- Understanding and following the Cross Basic Procedure Manual.
- Understanding and following the Personal Lines Workflow Manual.
- Only using approved Action Codes in AMS 360.
- Following up and completing open suspense’s daily.
- Servicing and selling personal 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.
- 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, Microsoft Office (Word, Outlook, Teams), and PL Rater.
- Collecting payment information, uploading payments to various company websites, and recording activity notes in AMS360.
- Meeting annual sales goal.
- Following up on all ‘Broker of Record’ letters within your assigned book of business.
- Service an average size book of business.
- Perform other duties as assigned.
Compensation: The base salary range for this role is $55,000–$65,000 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
- Maintain a Property & Casualty license and keep up with continuing education.
- Understand and follow the Cross Basic Procedure Manual.
- Understand and follow the Personal Lines Workflow Manual.
- Use only approved action codes in AMS360.
- Follow up on and complete open suspenses daily.
- Service and sell personal insurance products to prospective and existing clients.
- Establish and maintain working relationships with underwriters, marketing representatives, company service center, and claims representatives.
- Provide quality customer service to existing and prospective clients.
- Proactively retain accounts when applicable.
- Stay up to date on new insurance products and market/industry trends.
- 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, Microsoft Office (Word, Outlook, Teams), and PL Rater.
- Collect payment information, upload payments to company websites, and record activity notes in AMS360.
- Meet annual sales goal.
- Follow up on all Broker of Record letters within assigned book of business.
- Service an average size book of business.
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.
