CL Small Business Account Manager | Lewiston

Lewiston ,


Primarily responsible for servicing policies (new and renewal) for commercial prospects and customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals.


  • Maintain a Property & Casualty license along with keeping up with Continuing Education.
  • Understanding and following the Cross Basic Procedure Manual.
  • Understanding and following the Personal Lines Workflow Manual.
  • Only using approved Action Codes in AMS 360.
  • Following up and completing open suspense’s daily.
  • Servicing and selling personal insurance products to prospective and existing clients.
  • Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims representatives).
  • Providing quality customer service to existing and prospective clients.
  • Proactively retaining accounts when applicable.
  • Staying up to date on new insurance products and market/industry trends.
  • The ability to 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), and PL Rater.
  • Collecting payment information, uploading payments to various company websites, and recording activity notes in AMS360.
  • Meeting annual sales goal.
  • Following up on all ‘Broker of Record’ letters within your assigned book of business.
  • Service an average size book of business.
  • Perform other duties as assigned.

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