Commercial Lines Account Manager - Small Business Team

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

Prepare, monitor and process renewals in accordance with agency procedures. This includes, but is not limited to preparing applications, summaries and proposals of insurance; marketing submissions to various carriers; obtaining underwriting information (i.e. experience mod worksheets, loss runs, etc); reviewing quotes, following up with clients and underwriters as needed.

Daily account servicing, assisting clients via telephone &/or electronically, requesting policy changes, reviewing all policy changes and premium audits for accuracy.

Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

Facilitate and monitor invoicing, monthly statements, payments and finance agreements.

Knowledge of industry information, carrier products and coverages. Understanding of technology as it pertains to day-to-day office operations, as well as navigating various carrier website quoting applications.

Maintain a professional environment with clients, co-workers, companies and other business contacts.