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

Full description of the position

CL Account Manager | Portland ME

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.

Job Type: Permanent

Pay: $85,000.00 - $100,000.00 per year

Benefits:

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

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Work Location: In person