The Cross Family of Agencies welcomes you. We need your talent and expertise.
Position: Commercial Lines Marketing Assistant
Reports To: CL MANAGER
OVERVIEW
The primary function of this position is to work autonomously or in collaboration with the new business team to receive, underwrite, quote, propose, create and provide applications/forms, and assit in issueing new business accounts in accordance with agency procedures.
Work in conjunction with the team to meet goals set forth by the CL Sales Manager. Process submission of applications for new business account. Assisting production staff with supplemental and Acord applications. Maintain client activity in the agency automation system. Remain current on coverage, forms and rates to effectively address customer's insurance needs. Assist with account reviews of both current in force programs and new opportunities coming in through the sales team. Including but not limited to completing New Business and/or Renewal checklists to ensure coverage has been reviewed and recommended as needed. Assume other job responsibilities as assigned.
Qualifications:
Agency Commercial Lines experience/Brokerage
Excellent verbal and written communication skills
Property and Casualty Producers license
Ability to handle multiple tasks simultaneously in a high-volume environment
Sales/Production oriented
Ability to work well with others