Commercial Lines Account Manager
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Before you apply
LocationCT - Shelton - 2 Corporate Drive
Typefull-time
SeniorityMid
Company size51–200 people
PostedMar 19, 2024 · 2y ago
Verified live5d ago
May no longer be actively hiring
Posted by the company on Mar 19, 202447% of this company's open roles have been listed for 90+ days
At a glanceSummarised by Seekless from the posting.
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 and 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
Skills
AMS360
Microsoft Office
Word
Outlook
Teams
ACORD forms
commercial quoting platforms
The Cross Family of Agencies welcomes you. We need your talent and expertise.
About the role
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.
Responsibilities
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.
Requirements
•
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.