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Personal Lines Marketing Assistant

Location: Armonk, NY 10504

Job Type: Full-Time

Reports To: Elizann Arizmendi/Personal Lines New Business Marketing Manager

About Us

Cross Private Client is a boutique Property & Casualty insurance division providing high level customized insurance solutions to individuals and families.

Position Summary

This role supports ongoing incoming agency referrals with new business marketing and placement while following a workflow from submission through quoting, proposal preparation, binding, and policy issuance.

Key Responsibilities

• Prepare submissions, quotes, and proposal templates.
• Prepare binding documents and policy issuance.
• Communicate with assigned carrier underwriters.
• Maintain AMS60 system records, including Activity and Suspense items, in a timely manner.
• Adhere to outlined workflows and compliance items.
• Perform other duties as assigned.

Qualifications

• Personal Lines insurance experience preferred.
• P&C license preferred.
• Strong organizational and communication skills.
• Proficiency in Microsoft products, including Outlook and PowerPoint, is a plus.

Compensation: The base salary range for this role is $65,000–$75,000 annually.  Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.