Now Hiring - Cross Insurance Agency - Commercial Lines Account Manager in Portland, ME

Full description of the position

CL Small Business Account Manager | Portland ME

Newburyport ,

MA

Description

Primarily responsible for servicing policies (new and renewal) for commercial prospects and customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals.

Duties

• Commit to being a Team Player & Embrace Positive Culture
• Understand and follow the Cross Procedure
• Understand and follow Regional Workflow Manual
• Understand the daily business operations and exposures of our prospects and customers.
• Analyze accounts to offer Total Account Solutions for current clients and prospects
• Accurately Complete CL Checklist
• Quote and propose new business via phone referral as well as network within the community to bring in organic new business
• Pursue prompt payment of agency bill invoices prior to binding coverage and request cancellation of policy when payment(s) are not received per Cross guidelines
• Accurately produce binders for New & Renewal Accounts
• Add Master COIs & EPIs when new accounts are written
• Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
• Clearly provide Processing Unit with instructions for processing new and renewal policies
• Commit to place insurance coverages in standard market
• Commit to making insureds program concurrent
• Respond to customer inquiries including coverage questions
• Facilitate audit disputes.
• Refer customers to other branches of Cross Insurance- Employee Benefits, Personal Lines, etc.
• Attain CE credits as necessary for licensing on personal time.

Pay: $41,310.38 - $86,846.16 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Contract type:

• Permanent

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday

Work setting:

• Office

Ability to commute/relocate:

• Newburyport, MA 01950: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• Insurance Producer License (Preferred)
• Life Insurance License (Preferred)

Work Location: One location