Personal Lines Assistant Account Manager

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

Personal Lines Assistant Account Manager

Assistant Account Managers are primarily responsible for offering support to the Processors, Account Managers, and Producers on the personal lines staff while creating and maintaining strong relationships with customers, underwriters, and other industry professionals. 

Duties of an Assistant 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 Personal Lines Workflow Manual.
• Only using approved Action Codes in AMS 360.
• Following up and completing open suspense’s daily. 
• Servicing and selling personal insurance products to prospective and existing clients.
• Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims representatives).
• Providing quality customer service to existing and prospective clients.
• Proactively retaining accounts when applicable.

• Staying up to date on new insurance products and market/industry trends.
• The ability to understand and analyze insurance coverage and policy forms.
• Strong written, oral and phone communication skills

• Organize, set, and maintain priorities
• Working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams), and PL Rater.

• Collecting payment information, uploading payments to various company websites, answer billing questions and recording activity notes in AMS360.
• Process incoming and outgoing mail and/or faxes.
• Assist Account Managers in following up on open claims.
• Mail all 5-year questionnaires and note AMS accordingly.
• Prepare and mail out Agency forms and letters as needed.
• Assist with replacement cost estimators, policy changes, mortgagee changes, id cards, EPI’s, certificates, and binders.
• Assist personal lines staff with various projects as needed.  
• Acting as primary backup to Account Managers who are out on PTO.

• Perform other duties as assigned.

REQUIREMENTS

• 2-3 years in the insurance industry (preferably in Personal Lines insurance)
• Newly licensed individuals may also be considered (Property and Casualty)