The Cross Family of Agencies welcomes you. We need your talent and expertise.
Responsible for the retention, upselling and cross selling of an assigned book of Commercial Lines business for accounts ranging in $2,500 to $125,000 in premium. Must work independently and proactively with managing all aspects of account management and servicing, handling client questions, requests, and coverage review
Duties of a Commercial Lines Account Manager include but are not limited to:
- Responsible for marketing submissions to carriers, including application preparation, loss analysis, pre-underwriting of the risk for professional, quality new and renewal submissions.
- Work in conjunction with Commercial Lines Placement Specialist to submit to eligible and appropriate carriers and follow-up to ensure timely receipt of quotes.
- Analyze and compare carrier quotes for proper coverage, terms and conditions in order to present the best coverage solutions that meets the individual client’s needs.
- Execute policy issuance, obtain pertinent signed applications and follow up for policies, including download in agency management system.
- Support sales and growth objectives of the Agency through cross selling, up selling; and retaining existing business
- Process incoming mail, faxes, emails, underwriting requests and policy change requests, Evidence of Insurance, ID Cards/Binders.
- Review Daily Communication Log and process changes/updates accordingly in the agency management system. Use this in conjunction with EPIC Renewals Manager to ensure renewals are being reviewed/remarketed 90+ days in advance as needed.
- Open Activities must be kept up to date and followed up on in a timely manner and closed out accordingly.
- Conduct annual Renewal Reviews to make coverage recommendations and address large rate increases on renewal and provide alternate solutions as needed.
- Respond to carrier questions in a timely and professional manner.
- Prepare proposals and summaries of insurance as needed.
- Maintain a high degree of accuracy in agency management and document management systems.
- Maintain a monthly tracking sheet of policy cancellations (true lost business) to be submitted to management monthly.
- Handle all aspects of Commercial Lines Property & Casualty Insurance (also to include E&S Policies and Flood).
- Participate in any special projects at Management’s request.
- Maintain a Property & Casualty license along with keeping up with Continuing Education.
EPIC knowledge preferred.
Experience with quoting/servicing the following carrier platforms: Cincinnati, CNA, Hartford, Liberty, Main Street America, Philadelphia, Progressive, Selective, Travelers, and Utica
Candidate must have exceptional time management skills, be able to prioritize and multitask. Must excel with working independently and collaboratively.
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