Cross Insurance · 3 months ago
Commercial Lines Small Business Account Manager
US - NH - Manchester
Full-time
Onsite
Entry Level
1+ years expCross Insurance is looking for a Commercial Lines Small Business Account Manager to join their team. This role involves servicing policies for commercial customers, maintaining strong relationships with clients and underwriters, and ensuring efficient processing of transactions and renewals.
Auto InsuranceFinancial ServicesInsuranceInsurTechLife Insurance
Responsibilities
Understand the daily business operations and basic exposures of our customers
Prepare, monitor and process renewals in accordance with agency procedures
Follow-up with underwriters for the timely receipt of quotes
Respond to requests from underwriters
Prepare renewal summaries and proposals as needed
Produce binders for clients when policies not received and delivered to insured by effective date
Facilitate audit disputes
Pursue prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines
Daily account servicing, assisting clients, requesting changes to policies, checking and processing policy changes
Verify accuracy of all policy documents processed by companies
Complete CL Checklist
Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
Ability to set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Facilitate and monitor invoicing, monthly statements, payments and premium finance agreements
Maintain monthly reports including suspense, unbilled premiums, expiration lists
Knowledge of industry information, carrier products and property/casualty insurance coverages
Maintain a cordial and professional relationship with clients, co-workers, companies, vendors and other business contacts
Property & Casualty Insurance License
Attain CE credits as necessary for licensing
Qualification
Required
1 or more years' Experience
Property & Casualty Insurance License
Knowledge of industry information, carrier products and property/casualty insurance coverages
Ability to set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Maintain a cordial and professional relationship with clients, co-workers, companies, vendors and other business contacts
Understand the daily business operations and basic exposures of our customers
Prepare, monitor and process renewals in accordance with agency procedures
Follow-up with underwriters for the timely receipt of quotes
Respond to requests from underwriters
Prepare renewal summaries and proposals as needed
Produce binders for clients when policies not received and delivered to insured by effective date
Facilitate audit disputes
Pursue prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines
Daily account servicing, assisting clients, requesting changes to policies, checking and processing policy changes
Verify accuracy of all policy documents processed by companies
Complete CL Checklist
Create new policy issuance instructions, quote instructions and renewal instructions for insurance company (Bind Order)
Facilitate and monitor invoicing, monthly statements, payments and premium finance agreements
Maintain monthly reports including suspense, unbilled premiums, expiration lists
Can provide an Analysis of Coverage
Company
Cross Insurance
Cross Agency is an insurance agency that offers auto, home, renters insurance, and commercial insurance for businesses.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Bruce Nickerson
Chief Financial Officer
James Jones
Chief Data Analytics Officer
Recent News
2025-06-30
2025-05-07
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