Personal Lines Assistant Account Manager

2 weeks ago

Beverly, United States Cross Insurance Full time
The Cross Family of Agencies welcomes you. We need your talent and expertise.

Personal Lines Assistant Account Manager - S

This is a growth position for employees just emerging within the insurance industry to assist with the day-to-day technical and clerical needs of our large and mid-market Personal Lines division. This position's primary responsibility is to assist Personal Lines account managers with daily/weekly/monthly activities to learn the current workflow and procedures within Cross Insurance.

Duties include, but are not limited to:
  • Understand daily business operations and exposures of our prospects and customers.
  • Open mail and scan/email to correct contact.
  • Use of Applied EPIC System
  • Follow all procedures of both Cross Procedure Manual and PL Workflow Manual.
  • Respond to customer inquiries including coverage questions, requests for documentation with direction of the Account Manager/Account Executive/Producer.
  • Process RTA's and binders.
  • Process Policy changes on insurance Carrier web sites.
  • Respond to requests from underwriters.
  • Produce binders for New & Renewal Accounts.
  • Prepare Annual Review Kits and New and Renewal proposals.
  • Collect and assist with applications and underwriting information from Account Executive (AE) and/or client as necessary to market new and renewal policies.
  • Complete PL Questionnaire
  • Pursue prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines.


Family Owned
From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, we've grown rapidly over the past 65 years. We've still held on to our core values of integrity, hard work, and dedication, and are still privately held.
Our offices inspire a culture of community by supporting causes they stand behind. From fundraising for local food banks, to volunteering at after school programs, we're proud of the many ways our offices find to give back. Initiatives vary from branch to branch to better serve the individual communities they are located in.

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