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Commercial Lines Account Executive

Woodrow Cross

Newburyport, Massachusetts

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JOB DETAILS
SKILLS
Analysis Skills, Business Operations, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Support/Service, Customer/Client Research, Detail Oriented, Establish Priorities, Flexible Spending Accounts, Insurance, Insurance Sales, Leadership, Marketing, Metrics, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Negotiation Skills, Operations, Organizational Skills, Presentation/Verbal Skills, Project/Program Management, Property and Casualty Insurance, Record Keeping, Risk Management, Sales Cycle, Sales Management, Sales Prospecting, Salesforce.com, Time Management, Trend Analysis, Underwriting, Writing Skills
LOCATION
Newburyport, Massachusetts
POSTED
30+ days ago

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Commercial Lines Account Executive

This position is a client-facing role responsible for directly supporting client relationship management on a renewal book of business and building insurance programs based on client’s daily business operations and exposures. The Account Executive will also be involved with creating and assisting with new or expanded business opportunities for Cross Insurance with either existing clients or prospective clients.   

Duties of a Commercial Lines Account Executive include, but are not limited to:

  • Foster strong relationships with consistent, value-added engagement between Cross and its client.
  • Employ technical knowledge of insurance coverages and products to develop detailed, effective, state-of-the-art insurance strategies for Cross Commercial Lines clients -renewal or new business opportunities.
  • Manage the entire new business or renewal sales cycle by working with account manager, managing timelines and communication.
  • Organize and implement all necessary resources available for client needs including Account Management, Claims, and Risk Control.
  • Collect necessary client information, financial data, and applicable applications.
  • Lead efforts to build and maintain detailed client records for renewal or new business presentations – renewal metrics, schedule of insurance, marketing history, trend analysis, historic exposures etc.  
  • Fully understands and adheres to the Cross Basic Procedure Manual and workflow.
  • Negotiate and follow-up with underwriters for the timely receipt of quotes.
  • Accurately Complete CL Checklist and indicate coverages that should be recommended. 
  • Prepare and present new business and renewal proposals to clients/prospects.
  • Collect Agency Bill premiums before binding.
  • Engage with account manager to help resolve any daily service hurdles, such as audit disputes.

Requirements:

  • Five (5) years of insurance experience in a client-facing role.
  • Has in-depth technical knowledge of commercial property & casualty insurance coverages and products and can advise clients accordingly.
  • Ability to facilitate an effective team dynamic.
  • Ability to interpret, analyze and present critical insurance data.
  • Strong organizational and leadership skills.
  • Excellent verbal and written communication skills.
  • Project Management skills including attention to detail, effective deliverables, time management and prioritization.
  • Commercial Lines Producer License.
  • Experience with AMS360, Microsoft Office (Word, Outlook, PowerPoint, Excel, Teams) and Salesforce a plus.

Compensation: The base salary range for this role is $110,000–$130,000 annually.  Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package, including but not limited to: Medical; Dental; Vision; Life / AD&D; Short and Long-Term Disability; 401k (with match); HSA/FSA/DCA options; Paid Time Off; and more

DISCLAIMER:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

About the Company

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Woodrow Cross