The Account Manager is responsible for servicing small commercial lines insurance policies, maintaining client relationships, and ensuring quality customer service while meeting sales goals.
The Cross Family of Agencies welcomes you. We need your talent and expertise.
Account Managers are primarily responsible for servicing small 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 Small Commercial Lines Workflow Manual.
- Only using approved Action Codes in AMS 360.
- Following up and completing open suspense’s daily.
- Keeping accurate notation and documentation in the agency management system.
- 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), ACORD forms, and basic commercial quoting platforms.
- Collecting payment information, uploading payments to various company websites, and recording activity notes in AMS360.
- Meeting annual sales goal.
- Handling ‘Broker of Record’ letters received in your assigned book of business.
- Service an average size book of business.
- Collaborate with staff members from other departments to provide total account solutions.
- Perform other duties as assigned.
Top Skills
Acord Forms
Ams 360
MS Office
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