Commercial Lines Account Manager

Cross Insurance • Marshfield, United States of America • 3w ago

The Cross Family of Agencies welcomes you. We need your talent and expertise. We need your experienced and dedicated people, and your loyal clients. We need the connections you have forged through years of diligence and personal attention.

We’re just like you. We value integrity, hard work, loyalty, and dedication.
We need your hard-working staff. We are not corporate raiders or down-sizers, and your employees will be treated with the same respect by Cross Insurance as they have by you.
As a privately held and funded company, we have the financial capacity to purchase an agency, with no need to obtain approval from outside lending sources. This translates into quick closings.
We represent all the major insurance brands, and maintain excellent relationships with markets.

Commercial Lines Account Manager – Marshfield

Marshfield ,

Account Managersare primarily responsible for servicing policies (new and renewal) for personal customers of Cross Insurance, 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 Commercial Lines Workflow Manual
Making sure the correct Action Codes are being used
Meet sales goal
Suspense’s need to be followed up and taken care of on a daily basis
Service and sell commercial insurance products to prospective and existing clients
Gather underwriting, pricing, and support data for preparation of quotes/proposals
Establish and maintain good working relationships with company sales representatives, service center, and underwriting and claim representatives
Provide quality customer service to existing accounts.
Proactively retain accounts, following up on Broker of record letters
Maintain familiarity with trends in the industry and new insurance products
Understand and analyze insurance coverage, forms and policies
Strong written, oral and phone communication skills
Organize, set and maintain priorities
Working knowledge/experience with an agency management system, Microsoft Word, Outlook and agency rating system.
Take payment and note activity

Upload Payments various company websites

Perform other duties as assigned.