CL Small Business Account Manager | Portland

Portland ,


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.


  • Commit to being a Team Player & Embrace Positive Culture
  • Understand and follow the Cross Procedure
  • Understand and follow Regional Workflow Manual
  • Understand the daily business operations and exposures of our prospects and customers.
  • Analyze accounts to offer Total Account Solutions for current clients and prospects
  • Accurately Complete CL Checklist
  • Quote and propose new business via phone referral as well as network within the community to bring in organic new business
  • Pursue prompt payment of agency bill invoices prior to binding coverage and request cancellation of policy when payment(s) are not received per Cross guidelines
  • Accurately produce binders for New & Renewal Accounts
  • Add Master COIs & EPIs when new accounts are written
  • Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order)
  • Clearly provide Processing Unit with instructions for processing new and renewal policies
  • Commit to place insurance coverages in standard market
  • Commit to making insureds program concurrent
  • Respond to customer inquiries including coverage questions
  • Facilitate audit disputes.
  • Refer customers to other branches of Cross Insurance- Employee Benefits, Personal Lines, etc.
  • Attain CE credits as necessary for licensing on personal time.

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