The Cross Family of Agencies welcomes you. We need your talent and expertise.
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.
- Responsible for the development of detailed, effective, state-of-the-art insurance strategies for Cross Commercial Lines clients -renewal or new business opportunities.
- Partner with the Producer on overall account Stewardship, communication, and deliverables from the service team.
- Provide Cross Senior Management with status updates on overall account performance and strength of client relationship.
- Drive organizational goals while upholding best practices with a team atmosphere.
- Collaborate with a team regarding the entire new business or renewal sales cycle – coordinating resources, managing timelines and communication.
- Responsible for project management of internal team and external resources– strategies, assigned roles, deadlines, renewals, expediting workflow.
- Organize and implement all necessary resources available for client needs including Brokerage, Account Management, Claims, and Risk Control.
- Lead regularly scheduled meetings with team to strategize on renewals or new business with appropriate timelines and clearly defined roles and deliverables.
- Assist with the definition and collection of 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.
- Overall advocate for the client in the marketplace and serve as a trusted risk management resource.
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.
- Experience with AMS360, Microsoft Office (Word, Outlook, PowerPoint, Excel, Teams) and Salesforce.
Commercial Lines Producer License.
