Commercial Lines Account Manager

@ LEI Cross Financial Corp
LEI Cross Financial Corpleicrossfinancialcorp.com

Commercial Lines Account Manager

Portland, ME
Posted 1 day ago

About the job

The Cross Family of Agencies seeks an Account Manager to manage large complex commercial accounts, analyze coverage, coordinate with underwriters, and serve clients effectively.

Requirements

  • Knowledge of insurance coverages
  • Experience with complex accounts
  • Ability to review policies
  • Client communication skills

Qualifications

  • Insurance industry experience
  • Technical insurance knowledge
  • Strong organizational skills
  • Ability to work independently

Full job description

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Including but not limited to:

  • 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 as a proxy for Account Executive. 
  • Assist in soliciting increases in coverage (Round out accounts). 
  • Can provide an Analysis of Coverage. 
  • Has in-depth technical knowledge of insurance coverages & products to advise clients with very little direction of an Account Executive. 
  • 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 and request cancellation of policy when payment(s) are not received per Cross guidelines. 
  • Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order) 
  • Produce Initial binders for Renewal and New Accounts.  
  • Provide clear concise instructions for processing new and renewal policies.  
  • Accurately Complete CL Checklist. 
  • 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. 
  • Answer questions posed by Processing Analysts. 
  • Facilitate audit disputes. 
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