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CI
Cross Insurance Agency
Commercial Lines Account Manager
Career Insights for Insurance Sales Agent (General)
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Based on New York 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.
$59,567 / year median in New York
-3% projected decline
Job Description
Commercial Lines Account Manager Cross Insurance Agency Pelham, NY Job Details Permanent | Full-time $85,000 - $95,000 a year 1 day ago Benefits Continuing education credits Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Qualifications Customer communication Commercial insurance policies Social media platforms Driver's License Productivity software Full Job Description Job Overview Commercial Lines Account Manager Account Managers are primarily responsible for servicing policies (new and renewal) for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals. ________________________________________ Duties of an Account Manager include, but are not limited to: Understand the daily business operations and basic exposures of our customers. Respond to customer inquiries including coverage questions, requests for documentation with direction of the Account Executive Follow-up with underwriters for the timely receipt of quotes. Respond to requests from underwriters. Produce binders for New Accounts Answer questions posed by CSRs Facilitate audit disputes. Pursue prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines. Refer customers to other branches of Cross Insurance- Employee Benefits, Personal Lines, etc. Collect applications and underwriting information from Account Executive (AE) as necessary to market new and renewal policies. Assist AE in completing these items if possible. Complete "Yes" or "No" sections of CL Checklist. Add Master COIs & EPIs when new accounts are written Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order) Provide CSR with instructions for processing new and renewal policies utilizing the Processing Instructions Guideline (PIG) worksheet. (If needed) Meet with AE monthly to review marketing instructions. Prepare renewal summaries and proposals Prepare new business submissions and proposals Has In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients with very little direction of Account Executive Visit clients as necessary as a proxy for Account Executive Assist in soliciting increases in coverage (Round out accounts) Handles Large Complex Accounts 5 or more years Experience Can provide an Analysis of Coverage Attain CE credits as necessary for licensing. Required Job Skills Advanced knowledge of Microsoft Office Suite and understanding of social media platforms. Has In-Depth Technical Knowledge of Insurance Coverages & Products to advise clients with very little direction of Account Executive Proven experience selling. Strong customer service skills and communication skills (both verbal and written). Valid driver's license and reliable vehicle.