Commercial Lines Account Manager

Company Description

Cross Insurance, founded in 1954, is a family-owned insurance agency with over 40 branches across the Northeast and more than 1,100 employees. Headquartered in Bangor, Maine, Cross Insurance is one of New England's largest independent insurance intermediaries, recognized as the 2nd Largest Insurance Broker in Massachusetts from 2022-2024. With a legacy of four generations, Cross Insurance has successfully acquired over 150 operations, solidifying its reputation as the 27th Largest Broker of U.S. Business. The company is also the official insurance broker for prominent organizations, including the New England Patriots, the Boston Bruins, the Boston Red Sox, and the New England Revolution.

Account Managers are primarily responsible for servicing commercial lines insurance policies (new and renewal) while creating and maintaining strong relationships with customers, underwriters, and other professionals. 

Duties of an Account Manager include but are not limited to:

• Maintain a Property & Casualty license along with keeping up with Continuing Education.
• Understanding and following the Cross Basic Procedure Manual.
• Understanding and following the Commercial Lines Workflow Manual.
• Only using approved Action Codes in AMS 360 / EPIC.
• Following up and completing open suspense’s daily. 
• Servicing and selling commercial insurance products to prospective and 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.
• Proactively retaining accounts when applicable.
• 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).
• Collecting payment information, uploading payments to various company websites, and recording activity notes in AMS360.
• Meeting annual sales goal.
• Following up on all ‘Broker of Record’ letters within your assigned book of business.
• Service an average size book of business.
• Must have seven (7) years minimum experience handling Commercial Lines Middle Market Accounts.
• Perform other duties as assigned.
• Compensation: The base salary range for this role is $90,000 - $150,000 (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.