Commercial Lines Account Manager

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🔥 2 hours ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Cross Insurance

WebsiteLinkedInAll Job Openings

501 - 1000 employees

🛡️ Insurance

🤝 B2B

Insurance • B2B

Cross Insurance is a family-owned insurance agency with over 40 branches throughout the Northeast, established in 1954. As one of New England’s largest independent insurance intermediaries, it has successfully expanded by acquiring over 150 operations, establishing itself as a significant player in the industry. With over 1,100 employees, Cross Insurance offers a range of services including personal insurance, employee benefits, commercial insurance, and financial services. The agency has been recognized as the 2nd Largest Insurance Broker in Massachusetts and is the official insurance broker for several professional sports teams in New England.

📋 Description

• Servicing policies (new and renewal) for commercial customers of Cross Insurance • Creating and maintaining strong relationships with customers, underwriters and other professionals • Responding to customer inquiries including coverage questions and requests for documentation • Follow-up with underwriters for timely receipt of quotes • Producing binders for New Accounts • Answering questions posed by CSRs • Facilitating audit disputes • Pursuing prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines • Referring customers to other branches of Cross Insurance • Collecting applications and underwriting information from Account Executive (AE) • Completing “Yes” or “No” sections of CL Checklist • Adding Master COIs & EPIs when new accounts are written • Creating new policy issuance instructions, quote instructions and renewal instructions for insurance company • Meeting with CL team monthly to review marketing instructions • Preparing renewal summaries and proposals • Preparing new business submissions and proposals • Visiting clients as necessary

🎯 Requirements

• 5 or more years’ Experience • Advanced knowledge of Microsoft Office Suite • Strong customer service skills • Strong communication skills (both verbal and written)

🏖️ Benefits

• 401(k) • Group Life/Supplemental Life • Group Dental • Group Vision • Group Medical • Short-term/Long-term Disability • Medical & Dependent Care Reimbursement • Education Reimbursement Opportunities • Professional Work Environment • Paid Holidays • Continuing Education