Commercial Lines Account Manager

The Commercial Lines Account Manager at Cross Insurance is responsible for servicing policies for commercial customers, maintaining strong relationships with customers, underwriters, and other professionals. Duties Understand daily business operations and basic exposures of customers. Respond to customer inquiries, including coverage questions and requests for documentation, directing to the Account Executive. Follow-up with underwriters for timely receipt of quotes. Respond to requests from underwriters. Produce binders for new accounts. Answer questions posed by CSRs. Facilitate audit disputes. Pursue prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines. Refer customers to other branches of Cross Insurance (Employee Benefits, Personal Lines, etc.). Collect applications and underwriting information from Account Executive as necessary to market new and renewal policies; assist AE in completing these items if possible. Complete “Yes” or “No” sections of CL Checklist. Add Master COIs & EPIs when new accounts are written. Create new policy issuance instructions, quote instructions and renewal instructions for the insurance company (Bind Order). Provide CSR with instructions for processing new and renewal policies utilizing the Processing Instructions Guideline (PIG) worksheet (if needed). Meet with AE monthly to review marketing instructions. Prepare renewal summaries and proposals. Prepare new business submissions and proposals. Provide in‑depth technical knowledge of insurance coverages & products to advise clients with little direction from Account Executive. Visit clients as necessary as a proxy for Account Executive. Assist in soliciting increases in coverage (round out accounts). Handle large complex accounts. Qualifications & Skills 5 or more years of experience. Advanced knowledge of Microsoft Office Suite and social media platforms. Proven experience selling. Strong customer service skills and communication skills (verbal and written). Valid driver's license and reliable vehicle. Ability to analyze coverage. Attain CE credits as necessary for licensing. Compensation & Benefits The base salary range for this role is $80,000–$100,000 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. #J-18808-Ljbffr LEI Cross Financial Corp