Commercial Lines Account Support Specialist

2 weeks ago


Portland, Maine, United States Cross Insurance Full time
Welcome to Cross Insurance, where your skills are valued.

Role: Small Commercial Lines Assistant Account Manager

The Assistant Account Manager plays a crucial role in supporting Account Managers within the commercial lines division, fostering and nurturing robust relationships with clients, underwriters, and other professionals in the insurance sector.

Key Responsibilities:

  • Maintain an active Property & Casualty license while fulfilling Continuing Education requirements.
  • Comprehend and adhere to the Basic Procedure Manual and Workflow Manual.
  • Utilize only sanctioned Action Codes in AMS 360.
  • Consistently follow up and resolve open suspense items on a daily basis.
  • Ensure precise notation and documentation within the agency management system.
  • Provide service and promote commercial insurance products to both potential and current clients.
  • Establish and uphold positive working relationships with company personnel, including underwriters, marketing representatives, and claims representatives.
  • Deliver exceptional customer service to existing and prospective clients.
  • Proactively manage account retention when applicable.
  • Oversee an assigned portfolio of business.
  • Stay informed about new insurance products and evolving market trends.
  • Demonstrate the ability to interpret and evaluate insurance coverage and policy documents.
  • Exhibit strong written, verbal, and telephone communication skills.
  • Organize tasks effectively, setting and maintaining priorities.
  • Possess working knowledge and/or experience with AMS360, Microsoft Office Suite (Word, Outlook, Teams), ACORD forms, and basic online quoting platforms.
  • Handle payment information, upload payments to various company websites, address billing inquiries, and record activity notes in AMS360.
  • Assist Account Managers in completing necessary checklists and coverage assessments.
  • Prepare and distribute agency forms and correspondence as required.
  • Support with replacement cost estimators, binders, loss runs, and other tasks as needed.
  • Assist the small commercial lines team with various projects as necessary.
  • Act as the primary backup for Account Managers during their absence.
  • Enter and update remarket information for commercial submissions and quotations as needed.
  • Collaborate with colleagues from other departments to deliver comprehensive account solutions.
  • Perform additional duties as assigned.


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