Commercial Lines Account Manager - Beverly, United States - Cross Insurance Agency

Cross Insurance Agency

Verified Company

Beverly, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

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.

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
Followup 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.
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
3 or more years Experience
Can provide an Analysis of Coverage
Attain CE credits as necessary for licensing.
Manage a book of business approximately 750K in revenue / 200 accounts.

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.