Commercial Lines Insurance Assistant Account Manager
3 days ago
We are seeking a highly skilled and experienced Assistant Account Manager to join our Commercial Lines team at Cross Insurance. As an Assistant Account Manager, you will play a key role in supporting our Account Managers in delivering exceptional customer service and driving business growth.
Key Responsibilities- Maintain a Property & Casualty license and stay up-to-date with Continuing Education requirements.
- Understand and follow the Basic Procedure Manual and Workflow Manual.
- Use approved Action Codes in AMS 360.
- Follow up and complete open suspense's daily.
- Keep accurate notation and documentation in the agency management system.
- Servicing and selling commercial insurance products to prospective and existing clients.
- Establish and maintain good working relationships with company personnel, including underwriters, marketing representatives, and claims representatives.
- Provide quality customer service to existing and prospective clients.
- Proactively retain accounts when applicable.
- Servicing an assigned book of business.
- Stay up-to-date on new insurance products and market/industry trends.
- Understand and analyze insurance coverage and policy forms.
- Strong written, oral, and phone communication skills.
- Organize, set, and maintain priorities.
- Working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams), ACORD forms, and basic online quoting platforms.
- Collect payment information, upload payments to various company websites, answer billing questions, and record activity notes in AMS360.
- Assist Account Managers in completing checklists and coverage reviews.
- Prepare and mail out Agency forms and letters as needed.
- Assist with replacement cost estimators, binders, loss runs, etc. as needed.
- Assist small commercial lines staff with various projects as needed.
- Act as primary backup to Account Managers while on PTO.
- Enter/update remarket information for commercial submissions and quoting as needed.
- Collaborate with staff members from other departments to provide total account solutions.
- Property & Casualty license.
- Continuing Education requirements.
- Basic Procedure Manual and Workflow Manual knowledge.
- AMS 360 experience.
- Microsoft Office (Word, Outlook, Teams) skills.
- ACORD forms knowledge.
- Basic online quoting platforms experience.
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