PL 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 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 Basic Procedure Manual and Workflow Manaul.

• Only using approved Action Codes in AMS 360.
• Following up and completing open suspense’s daily.
• Keeping accurate notation and documentation in the agency management system.   
• Servicing personal insurance products to 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.

• 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), ACORD forms, and basic online quoting platforms.

• Answer billing questions and recording activity notes in AMS360.
• Process incoming and outgoing mail and/or faxes.
• Answer phones and transfer calls as appropriate.
• Assist Account Managers in following up on open claims as needed.
• Mail 5-year questionnaires as needed 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 as needed.
• Provide support to Account Managers and their backups while out on PTO.
• Provide administrative support to the personal lines and commercial lines staff as needed.  
• Collaborate with staff members from other departments to provide total account solutions.

• Perform other duties as assigned.