The Cross Family of Agencies welcomes you. We need your talent and expertise. We currently have an opportunity for an Account Manager to join our Personal Lines team in our Portland, ME Office The selected employee will provide quality service to assigned personal insurance accounts. Specific Responsibilities Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients. Develop and maintain relationships with clients to ensure that all service needs are met. Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals. Gather information from clients and prepare applications regarding new and/or renewal coverage. Prepare policy quotes based on client’s needs, rates and coverages. Prepare all transactions for assigned accounts, i.e. applications, invoices, forms. Maintain the accuracy of data in the agency management system. May handle collections...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Commission Statement Specialist Description The Billing Applications Team is seeking an individual to join us, someone who thrives in a collaborative environment, possesses meticulous attention to detail, and communicates effectively in a dynamic setting. We require someone forward-thinking, adaptable to change, and with a solid background in insurance billing processes and agency management systems. The Commission Statement Specialist will play a pivotal role in assisting the direct bill commission billing team. Responsibilities Retrieve commission statements from carrier websites, emails or mail and maintain organized electronic filing systems Communicate with carriers by phone or email to obtain missing statements Assist Operations Team in maintaining carrier logins Manage return commission statements and coordinate payments to carriers in collaboration with the...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Commission Statement Specialist Description The Billing Applications Team is seeking an individual to join us, someone who thrives in a collaborative environment, possesses meticulous attention to detail, and communicates effectively in a dynamic setting. We require someone forward-thinking, adaptable to change, and with a solid background in insurance billing processes and agency management systems. The Commission Statement Specialist will play a pivotal role in assisting the direct bill commission billing team. Responsibilities Retrieve commission statements from carrier websites, emails or mail and maintain organized electronic filing systems Communicate with carriers by phone or email to obtain missing statements Assist Operations Team in maintaining carrier logins Manage return commission statements and coordinate payments to carriers in collaboration with the...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Responsible for managing the operational activities of staff and accounts in large commercial segment to achieve profitability and ensure consistent standards of sales, service and professionalism as defined by Cross Insurance Procedure Manual and Quality Management standards.  This will include establishing and measuring the goals and performance of the unit members, coordinating and managing account strategies as well as promoting and executing department education.  Direct Report to Branch Manager. Key Tasks: Adhere to and mandate team is following the Cross Procedure Manual and Master CL Workflow Manual. Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based in the Cross Procedure Manual, Master CL Workflow Manual and QM metrics. Maintain...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Regional Sales Representative Regional Sales Representative agents are primarily responsible for receiving & selling incoming new commercial lines business while creating and maintaining strong relationships with customers, underwriters, and other industry professionals. The secondary responsibility is to utilize knowledge and experience to assist Commercial Lines Producers with placing new business.     Duties of a Regional Sales Representative include but are not limited to : Maintain a Property & Casualty license along with keeping up with Continuing Education. Understanding and following the Cross Basic Procedure Manual. Understanding and following the Commercial Lines Workflow Manual. Meeting annual sales goal. Following up and completing open suspense’s daily.  Using carrier websites proficiently to generate accurate quotes. Selling commercial insurance...

The Cross Family of Agencies welcomes you. We need your talent and expertise. The primary function of this position is to work autonomously or in collaboration with the personal lines team to generate accurate endorsements, evidences of insurance, timely response to clients and any third parties for client related actions.  This position is critical to the success of our Personal Lines Servicing Unit.  The client’s perception of our overall level of service is partly based on these job functions.  Accuracy and attention to detail is a requirement along with following agency workflows and standard procedures. DUTIES/ACTIVITIES Work in conjunction with the team to meet time sensitive goals set forth by the Account Managers and the Personal Lines Manager Maintain client activity in the agency automation system and keep open Suspense items up to date Timely response for client related activity Complete endorsement quotes, accurate issuance of endorsements and...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Position Summary:   The Commercial Lines Producer will lead new sales initiatives, interact with existing & potential clients on a day-to-day basis, solicit commercial prospects, and implement creative solutions and revenue generating plans. Job Responsibilities: Primarily generate Commercial Lines leads and sales for the company.    Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business. Contribute to brokerage revenue goals by promoting and selling insurance products and services Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence Assess client needs and provide advice on appropriate coverage levels and products.   Calculate premiums, assess risks and prepare documentation for clients.   Respond to...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Position Title: Commercial Lines Account Manager- small business Position Summary: The Commercial Account Manager will , interact with existing & potential clients on a day-to-day basis Job Responsibilities: o Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business by account rounding o Contribute to brokerage revenue goals by promoting and selling insurance products and services, rounding accounts. o Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence o Assess client needs and provide advice on appropriate coverage levels and products. o Respond to telephone calls and correspondence from existing or potential customers in a timely manner o Provide all customers with the appropriate products to mitigate risks and maintain a profitable book of business....

The Cross Family of Agencies welcomes you. We need your talent and expertise. Cross Private Client- Greenwich Personal Lines Account manager Account Manager Position overview: Account Managers in the Personal Lines Department are tasked with maintaining the primary relationship and being a point of contact with our clients once an account is established. They are experienced, knowledgeable insurance professionals who assist our clients in maintaining a current personal insurance program. In order to pro-actively and re-actively service our accounts, they must have exemplary communication skills and be inquisitive in nature to uncover exposures for our clients. Account Managers process changes, conduct account reviews, take first claim reports, solve issues as appropriate and advise the clients on how best to protect their assets. They are expected to round accounts and cross-sell business with both our Commercial and Financial Services departments to assist in...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Position Title :  Commercial Lines Producer Basic Duties & Responsibilities . Identify, solicit, analyze, and generate Commercial Lines sales for the company Participate in the development of an annual sales marketing plan to meet annual sales goals Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business generated or assigned. Identify prospect and existing client exposures, make appropriate coverage and product recommendations, and customize insurance programs to eliminate gaps in coverage Increase sales opportunities by identifying additional product offerings on existing clients to meet their insurance needs. Provide a high level of timely & professional customer service to all prospective and existing clients Provide potential clients with the appropriate products in accordance with the company’s...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Commercial Lines Client Executive Client Executive – This position is a client-facing role responsible for directly supporting client relationship management and coordinating all necessary insurance stewardship and service activity.  The Client Executive is a high performing, goal-oriented individual whose primary responsibilities are building risk management strategies and managing the overall client relationship.  The Client Executive is expected to also coordinate the relationships between the client and the internal Cross team, oversee the work product of the internal service team, and be the driving force for renewal and stewardship tasks. In partnership with the individual resources on the client service team, the Client Executive will negotiate and engage with carriers and underwriters when necessary. The Client Executive has responsibility to ensure team members deliver...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Personal Lines HNW Account Manager     Responsible for the retention, upselling and cross selling of an assigned book of Personal Lines business for accounts over $10k in premium .  Must work independently and proactively with managing all aspects of account management and servicing, handling client questions, requests, and coverage review   **Position is posted as Hybrid but there is the possibility for full remote for the right candidate depending on distance to/from Westport, CT**     Responsibilities Include but are not limited to:   Responsible for quoting on carrier sites, including application preparation, loss analysis, pre-underwriting of the risk for professional, quality new and renewal submissions.    Analyze and compare carrier quotes for proper coverage, terms and conditions in order to present the best...

The Cross Family of Agencies welcomes you. We need your talent and expertise. We currently have an opportunity for an Account Manager to join our Personal Lines team in our Portland, ME Office The selected employee will provide quality service to assigned personal insurance accounts. Specific Responsibilities Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients. Develop and maintain relationships with clients to ensure that all service needs are met. Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals. Gather information from clients and prepare applications regarding new and/or renewal coverage. Prepare policy quotes based on client’s needs, rates and coverages. Prepare all transactions for assigned accounts, i.e. applications, invoices, forms. Maintain the accuracy of data in the agency management system. May handle collections...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Full Time position available in the Union, Maine office for a Front Desk / Processing position. Candidate requirements needed to excel in this position are dependability, excellent communication skills and attention to detail.

The Cross Family of Agencies welcomes you. We need your talent and expertise. Duties and Responsibilities:   Enters vendor and carrier invoices in management system. Answers all vendor, carrier, or broker related inquires by vendors, branch offices or management Records cash receipts and enters journal entries into management system Maintains all accounts payable reports, spreadsheets and filing corporate accounts payable Checks depository deposits done by branches as assigned and ensures proper back up is obtained Maintains vendor/company files, filing, pull back up as requested, setting up new files Assists in monthly related task to prepare for month end closings. Conform with and abide by all regulations, policies, work procedures and instructions. Conform to all safety rules and use all appropriate safety equipment. Performs all other duties as assigned. Competencies: Problem solving- The individual identifies and resolves...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Duties and Responsibilities:   Enters vendor and carrier invoices in management system. Answers all vendor, carrier, or broker related inquires by vendors, branch offices or management Records cash receipts and enters journal entries into management system Maintains all accounts payable reports, spreadsheets and filing corporate accounts payable Checks depository deposits done by branches as assigned and ensures proper back up is obtained Maintains vendor/company files, filing, pull back up as requested, setting up new files Assists in monthly related task to prepare for month end closings. Conform with and abide by all regulations, policies, work procedures and instructions. Conform to all safety rules and use all appropriate safety equipment. Performs all other duties as assigned. Competencies: Problem solving- The individual identifies and resolves...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Commercial Lines Small Business Account Manager Manchester , NH Account Managers are primarily responsible for servicing policies (new and renewal) for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals.  Duties of an Account Manager include, but are not limited to: Understand the daily business operations and basic exposures of our customers. Prepare, monitor and process renewals in accordance with agency procedures Follow-up with underwriters for the timely receipt of quotes. Respond to requests from underwriters. Prepare renewal summaries and proposals as needed. Produce binders for clients when policies not received and delivered to insured by effective date Facilitate audit disputes. Pursue prompt payment of agency bill invoices and request cancellation of policy...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Account Managers are primarily responsible for servicing policies (new and renewal) for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals.  Duties of an Account Manager include, but are not limited to: Understand the daily business operations and basic exposures of our customers. Adhere to the Cross Procedure Manual as well as the CL WORKFLOW Manual and Timelines Respond to customer inquiries including coverage questions, requests for documentation with direction of the Account Executive/Producer Prepare new business submissions Follow-up with underwriters for the timely receipt of quotes.   Respond to requests from underwriters. Produce binders for New & Renewal  Accounts Meet with AE/Producer monthly to review marketing instructions. Prepare Annual Review Kits and New and...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Senior Account Managers are primarily responsible for servicing clients/prospects for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals.  Duties of a Senior Account Manager  include, but are not limited to : Follow Large Commercial Timeline, adhere to Cross Procedure Manual and Master CL Workflow Manual Handles Large Complex Accounts (Book of Business up to $1,000,000 or more in revenue Meet with Producer/AE monthly to review marketing instructions. Visit clients as necessary Assist in soliciting increases in coverage (round out accounts) Has technical knowledge of insurance coverages & products to advise clients Understand the daily business operations and exposures of our customers Collect applications and underwriting information from Producer/AE and/or Client and...

The Cross Family of Agencies welcomes you. We need your talent and expertise. We are seeking a Commercial Insurance Sales Account Manager to support Eli Zimmer in delivering exceptional service to clients. This role involves assisting with client communications, preparing quotes, managing documentation, and ensuring smooth operations throughout the sales process. The ideal candidate will have strong organizational skills, a sales-minded mindset with a competitive nature and preferably a deep understanding of commercial insurance products and the Applied Epic Management System. This is a predominantly internal position but can be client-facing at times due to the need for potential customer interaction. This detail-oriented position also includes coordinating renewals and interfacing with members of the commercial lines service team to ensure seamless service delivery. Key Responsibilities: Provide direct administrative and operational support to Eli...