Commercial Lines Account Executive

Duties of a Commercial Lines Account Executive include, but are not limited to:

• Foster strong relationships with consistent, value-added engagement between Cross and its client.
• Employ technical knowledge of insurance coverages and products to develop detailed, effective, state-of-the-art insurance strategies for Cross Commercial Lines clients -renewal or new business opportunities.
• Manage the entire new business or renewal sales cycle by working with account manager, managing timelines and communication.
• Organize and implement all necessary resources available for client needs including Account Management, Claims, and Risk Control.
• Collect necessary client information, financial data, and applicable applications.
• Lead efforts to build and maintain detailed client records for renewal or new business presentations – renewal metrics, schedule of insurance, marketing history, trend analysis, historic exposures etc.  
• Fully understands and adheres to the Cross Basic Procedure Manual and workflow.
• Negotiate and follow-up with underwriters for the timely receipt of quotes.
• Accurately Complete CL Checklist and indicate coverages that should be recommended. 
• Prepare and present new business and renewal proposals to clients/prospects.
• Collect Agency Bill premiums before binding.
• Engage with account manager to help resolve any daily service hurdles, such as audit disputes.

Requirements:

• Five (5) years of insurance experience in a client-facing role.
• Has in-depth technical knowledge of commercial property & casualty insurance coverages and products and can advise clients accordingly.
• Ability to facilitate an effective team dynamic.
• Ability to interpret, analyze and present critical insurance data.
• Strong organizational and leadership skills.
• Excellent verbal and written communication skills.
• Project Management skills including attention to detail, effective deliverables, time management and prioritization.
• Commercial Lines Producer License.
• Experience with AMS360, Microsoft Office (Word, Outlook, PowerPoint, Excel, Teams) and Salesforce a plus.

Compensation: The base salary range for this role is $110,000–$130,000 annually.  Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package, including but not limited to: Medical; Dental; Vision; Life / AD&D; Short and Long-Term Disability; 401k (with match); HSA/FSA/DCA options; Paid Time Off; and more