Cross Insurance · 15 hours ago
Senior Account Service Representative
Wakefield – Newburyport
Full-time
Onsite
Mid, Senior Level
$70K/yr - $85K/yr
4+ years expCross Insurance is a family of agencies looking for talented individuals to join their team. The Senior Account Service Representative will foster long-term relationships with clients and insurance carriers, ensuring client needs are met and facilitating business processes.
FinanceProperty & Casualty InsuranceHealth InsuranceAuto InsuranceFinancial ServicesInsuranceInsurTechLife Insurance
Responsibilities
Assist clients and their employees with day-to-day customer service correspondence on billing, eligibility, employee benefit system and claims questions/concerns along with other issues as they may arise
Notify Producer/Account Executive and/or Account Manager of any service, elevated billing, enrollment or claim issues
Consolidate data files to provide cohesive Excel enrollment or claim files in Cross or carrier format, using pivot tables, V-look up and other intermediate functions
Build annual open enrollment Power Point slide deck, ee election forms benefit guides and or brain shark training tool. Coordinated open enrollment meetings and additional communication pieces
Manage customer enrollments/terminations requests in appropriate carrier websites in coordination with the Enrollment Specialist
Create and maintain daily customer service, new group, and pre & renewal activities in CRM data-base (Salesforce) based on Cross best practices
Prepare pre-renewal notice for carrier submission, obtain and send renewal to Account Manager with copy to Producer and Account Manager; request current census; market and quote benefit products with assistance of Producer/Account Manager; review quotes for accuracy; produce proposal for presentation to client
Assist in preparation of Wrap Plan Document and SPD including audit that all in force policies have a COO on file. Gather required data for preparation of 5500. Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs
Complete renewal tasks in Sales Force and document renewal folders in Sales Force
Assist team with building new groups in Navigator and gather required documentation for updating renewal plans
Attend and complete any training sessions or assignments as required
Adhere to client service standards of the department and agency
Perform other tasks on projects as needed/assigned
Qualification
Required
College degree required
At least four years of experience with an employee benefits brokerage firm
Massachusetts agent's license in Health, Life and Disability
Experience with both Fully-Insured and Self-Insured Financial Arrangements
Possess strong verbal and written communication skills necessary to communicate with insurance companies, clients and prospects concerning employee benefit lines of coverage
Advanced working skills with Microsoft Excel (data manipulation, macros, formulas), Power Point and Word
Strong organizational and analytic skills, high attention to detail, responsive and self-motivated
High level of patience and empathy while working under pressure
Team player and task oriented
Benefits
Medical
Dental
Vision
401(k) with match
Paid time off
And more
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
Company data provided by crunchbase