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Cross Insurance

Commercial Lines Assistant

Career Insights for Insurance Sales Agent (General)

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Based on Maine data

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What they do

An Insurance Sales Agent sells insurance to customers, working on behalf of an insurance company or independent insurance agent. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. May specialize in one line of insurance such as life insurance. May provide first point of contact for customers filing insurance claims.

$43,829 / year median in Maine

-5% projected decline

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Job Description

The Cross Family of Agencies welcomes you. We need your talent and expertise. A Commercial Lines Assistant Account Manager is primarily responsible for providing administrative support to the Producers and Account Managers. Standard duties of a Commercial Lines Assistant Account Manager include but are not limited to : Understanding and following the Cross Basic Procedure Manual. Understanding and following the Personal Lines Workflow Manual. Auditing transaction to ensure that the correct Action Codes are being used. Following up and completing open suspense's daily. Running the download reports daily. Processing the download report which includes reviewing new business, endorsements, renewals, cancellations, and reinstatements for accuracy. Invoicing all types of download transactions. Mailing new business letters to clients. Entering claims acknowledgements as received. Following up on open claims to ensure that AMS has all updated information regarding claims payouts and whether the claim has been closed. Processing mail for Producers and Account Managers that don't require transactions by a licensed agent. Sort and distribute the mail to Producers and/or Account Managers that need to be handled by a licensed agent. Auditing new business to make sure workflow has been completed correctly (quote sheets, signed applications, completed checklists, etc.). Scanning hard files into AMS360. Organize, set, and maintain priorities. Working knowledge and/or experience with AMS360 and Microsoft Office (Word, Outlook, Teams). Understanding the core job responsibilities of Producers and Account Managers.
Compensation:
The hourly range for this role is $20-$22 per hour . 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.

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance