Commercial Lines Account Support Specialist

2 weeks ago


Portland, Maine, United States Cross Insurance Full time

Welcome to Cross Insurance. We are seeking a talented individual to join our team as a Commercial Lines Assistant Account Manager. This role is essential in providing support to our Account Managers while fostering strong relationships with clients, underwriters, and other industry professionals.

Key Responsibilities:

  • Maintain a valid Property & Casualty license and complete required Continuing Education.
  • Adhere to the Basic Procedure Manual and Workflow Manual.
  • Utilize approved Action Codes in AMS 360.
  • Follow up on and resolve open suspense items daily.
  • Ensure accurate documentation and notation in the agency management system.
  • Provide service and sales of commercial insurance products to both prospective and existing clients.
  • Build and maintain effective working relationships with company personnel, including underwriters and claims representatives.
  • Deliver exceptional customer service to current and potential clients.
  • Proactively retain accounts when necessary.
  • Manage an assigned book of business effectively.
  • Stay informed about new insurance products and market trends.
  • Analyze and comprehend insurance coverage and policy forms.
  • Exhibit strong written, verbal, and phone communication skills.
  • Organize tasks, set priorities, and maintain focus.
  • Possess working knowledge of AMS360, Microsoft Office Suite, ACORD forms, and online quoting platforms.
  • Handle payment information, manage billing inquiries, and document activities in AMS360.
  • Assist Account Managers with checklists and coverage reviews.
  • Prepare and distribute agency forms and correspondence as needed.
  • Support with replacement cost estimators, binders, and loss runs as required.
  • Collaborate with small commercial lines staff on various projects.
  • Act as a primary backup for Account Managers during their absence.
  • Update remarket information for commercial submissions and quotes as necessary.
  • Work with other departments to deliver comprehensive account solutions.
  • Perform additional duties as assigned.


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