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Commercial Lines Senior Account Manager
Cross Insurance • Wakefield, MA 01880 • Posted 4 days ago
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In-person • Full-time • Senior Level
Job Highlights
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Senior Account Managers at Cross Insurance are responsible for servicing clients and prospects for commercial customers, creating and maintaining strong relationships with customers, underwriters, and other professionals. They handle large, complex accounts, meet with producers monthly, visit clients as necessary, assist in soliciting increases in coverage, and have technical knowledge of insurance coverages and products to advise clients.
Responsibilities
- Follow Large Commercial Timeline, adhere to Cross Procedure Manual and Master CL Workflow Manual
- Handle Large Complex Accounts (Book of Business up to $1,000,000 or more in revenue
- Meet with Producer/AE monthly to review marketing instructions
- Visit clients as necessary
- Assist in soliciting increases in coverage (round out accounts)
- Have technical knowledge of insurance coverages & products to advise clients
- Understand the daily business operations and exposures of our customers
- Collect applications and underwriting information from Producer/AE and/or Client and Prospects as necessary to market new and renewal policies
- Prepare Annual Review Kits and Proposals
- Prepare Renewal and New business submissions and proposals
- Follow-up with underwriters for the timely receipt of quotes
- Respond to requests from underwriters
- Invoice for prompt payment of agency bill invoices
- Create new policy issuance instructions, quote instructions and renewal instructions for insurance company
- Produce initial binders for Renewal and New Accounts
- Provide clear concise instructions for processing new and renewal policies
- Add Master COIs & EPIs on Renewal and New Business
- Respond to customer inquiries including coverage questions, requests for documentation with or without direction of the Producer/AE
- Facilitate audit disputes
Full Job Description
The Cross Family of Agencies welcomes you. We need your talent and expertise.
Senior Account Managers are primarily responsible for servicing clients/prospects for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals.
Duties of a Senior Account Manager include, but are not limited to:
Senior Account Managers are primarily responsible for servicing clients/prospects for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals.
Duties of a Senior Account Manager include, but are not limited to:
- Follow Large Commercial Timeline, adhere to Cross Procedure Manual and Master CL Workflow Manual
- Handles Large Complex Accounts (Book of Business up to $1,000,000 or more in revenue
- Meet with Producer/AE monthly to review marketing instructions.
- Visit clients as necessary
- Assist in soliciting increases in coverage (round out accounts)
- Has technical knowledge of insurance coverages & products to advise clients
- Understand the daily business operations and exposures of our customers
- Collect applications and underwriting information from Producer/AE and/or Client and Prospects as necessary to market new and renewal policies
- Prepare Annual Review Kits and Proposals
- Prepare Renewal and New business submissions and proposals
- Follow-up with underwriters for the timely receipt of quotes
- Respond to requests from underwriters.
- Invoice for prompt payment of agency bill invoices
- Create new policy issuance instructions, quote instructions and renewal instructions for insurance company.
- Produce initial binders for Renewal and New Accounts
- Provide clear concise instructions for processing new and renewal policies
- Add Master COIs & EPIs on Renewal and New Business
- Respond to customer inquiries including coverage questions, requests for documentation with or without direction of the Producer/AE
- Facilitate audit disputes
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