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Commercial Lines Insurance Specialist

2 months ago

Portland, Maine, United States Cross Insurance Full time
Job Summary

We are seeking a highly skilled and detail-oriented Assistant Account Manager to join our Commercial Lines team. As a key member of our team, you will provide exceptional support to our Account Managers, ensuring seamless 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 our Basic Procedure Manual and Workflow Manual.
  • Use approved Action Codes in AMS 360 and follow up on 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.
  • 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, ACORD forms, and basic online quoting platforms.
  • Collect payment information, upload payments to 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.
  • Collaborate with staff members from other departments to provide total account solutions.
Requirements
  • Property & Casualty license
  • Continuing Education requirements
  • Basic Procedure Manual and Workflow Manual knowledge
  • AMS 360 experience
  • Microsoft Office skills
  • ACORD forms knowledge
  • Basic online quoting platforms experience
What We Offer

We offer a dynamic and supportive work environment, opportunities for growth and development, and a competitive compensation package.

We are an equal opportunity employer and welcome applications from diverse candidates.