The Cross Family of Agencies welcomes you. We need your talent and expertise.
Responsible for the retention, upselling and cross selling of an assigned book of Personal Lines business for accounts under $15k in premium. Must work independently and proactively with managing all aspects of account management and servicing, handling client questions, requests, and coverage review.
Duties of a Personal Lines Middle Market Account Manager include but are not limited to:
Responsible for marketing submissions to carriers, including application preparation, loss analysis, pre-underwriting of the risk for professional, quality new and renewal submissions.
Analyze and compare carrier quotes for proper coverage, terms and conditions in order to present the best coverage solutions that meets the individual client’s needs.
Execute policy issuance, obtain pertinent signed applications and follow up for download in agency management system.
Support sales and growth objectives of the agency through cross selling, up selling; and retaining existing business.
Process incoming mail, faxes, emails, underwriting requests
Process policy change requests, issue Evidence of Insurance, ID Cards/Binders, etc.
Review Daily Communication Log and process changes/updates accordingly in the agency management system.
Open Activities must be reviewed daily, kept up to date and closed out accordingly.
Utilize EPIC Renewals Manager to address large rate increases on renewals and conduct Renewal Reviews with alternate solutions to ensure renewals are being reviewed/remarketed 30+ days in advance.
Establish and maintain good working relationships with company partners.
Prepare proposals and summaries of insurance as needed.
Maintain a high degree of accuracy in agency management and document management systems.
Handle all aspects of Personal Lines Property & Casualty Insurance (including E&S Policies, NFIP Flood, Private Market Flood).
Participate in any special projects at management’s request.
Provide a superior level of customer service to existing and prospective clients.
Maintain a Property & Casualty license along with keeping up with Continuing Education.
Must have strong written, oral and phone communication skills.
Must have the ability to understand and analyze insurance coverage and policy forms.
EPIC knowledge preferred.
Working knowledge of Microsoft Office (Word, Excel, Outlook, MS Teams).
Working knowledge/experience with quoting in and servicing the following carrier platforms: Andover, Cincinnati, Hanover, Hartford, Mapfre, Narragansett, National General, Progressive, Safeco, Travelers, NFIP and Private Market Flood carriers and products.
Candidate must have exceptional time management skills, be able to organize, set, and maintain priorities and multitask in a fast-paced work environment.
Must excel with working independently and collaboratively as needed.
Compensation: The base salary range for this role is $65,000 to $80,000 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
- Property and Casualty insurance license with continuing education
- Strong written, oral, and telephone communication skills
- Ability to understand and analyze insurance coverage and policy forms
- Exceptional time management, organization, prioritization, and multitasking skills
- Ability to work independently and collaboratively
- Working knowledge of Microsoft Office, including Word, Excel, Outlook, and Teams
- Working knowledge or experience with insurance carrier quoting and servicing platforms
- EPIC knowledge
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.
