Commercial Lines Account Manager

Including but not limited to:

• Follow Large Commercial Timeline, adhere to Cross Procedure Manual and Master CL Workflow Manual.

• Handle Large Complex Accounts (Book of Business up to $1,000,000 or more in revenue.

• Meet with Producer/AE monthly to review marketing instructions.

• Visit clients as necessary as a proxy for Account Executive.

• Assist in soliciting increases in coverage (Round out accounts).

• Can provide an Analysis of Coverage.

• Has in-depth technical knowledge of insurance coverages & products to advise clients with very little direction of an Account Executive.

• Understand the daily business operations and exposures of our customers.

• Collect applications and underwriting information from Producer/AE and/or Client and Prospects as necessary to market new and renewal policies.

• Prepare Annual Review Kits and Proposals.

• Prepare Renewal and New business submissions and proposals.

• Follow-up with underwriters for the timely receipt of quotes.  

• Respond to requests from underwriters.

• Invoice for prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines.

• Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)

• Produce Initial binders for Renewal and New Accounts. 

• Provide clear concise instructions for processing new and renewal policies. 

• Accurately Complete CL Checklist.

• Add Master COIs & EPIs on Renewal and New Business.

• Respond to customer inquiries including coverage questions, requests for documentation with or without direction of the Producer/AE.

• Answer questions posed by Processing Analysts.

• Facilitate audit disputes.