What are the responsibilities and job description for the Commercial Lines Account Manager position at Cross Insurance Agency?
CL Small Business Account Manager | Newburyport
Newburyport ,
MA
Description
Primarily responsible for servicing policies (new and renewal) for commercial prospects and customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals.
Duties
- Commit to being a Team Player & Embrace Positive Culture
- Understand and follow the Cross Procedure
- Understand and follow Regional Workflow Manual
- Understand the daily business operations and exposures of our prospects and customers.
- Analyze accounts to offer Total Account Solutions for current clients and prospects
- Accurately Complete CL Checklist
- Quote and propose new business via phone referral as well as network within the community to bring in organic new business
- Pursue prompt payment of agency bill invoices prior to binding coverage and request cancellation of policy when payment(s) are not received per Cross guidelines
- Accurately produce binders for New & Renewal Accounts
- Add Master COIs & EPIs when new accounts are written
- Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
- Clearly provide Processing Unit with instructions for processing new and renewal policies
- Commit to place insurance coverages in standard market
- Commit to making insureds program concurrent
- Respond to customer inquiries including coverage questions
- Facilitate audit disputes.
- Refer customers to other branches of Cross Insurance- Employee Benefits, Personal Lines, etc.
- Attain CE credits as necessary for licensing on personal time.
Pay: $41,310.38 - $86,846.16 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Contract type:
- Permanent
Supplemental pay types:
- Bonus pay
Weekly day range:
- Monday to Friday
Work setting:
- Office
Ability to commute/relocate:
- Newburyport, MA 01950: Reliably commute or planning to relocate before starting work (Required)
License/Certification:
- Insurance Producer License (Preferred)
- Life Insurance License (Preferred)
Work Location: One location
Salary : $41,310 - $86,846
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