The Cross Family of Agencies welcomes you. We need your talent and expertise.
This is a growth position for interns to learn about the insurance industry by assisting with the day-to-day technical and clerical needs of our Commercial and Personal Lines divisions. This position’s primary responsibility is to assist account managers with daily/weekly/monthly activities to learn the current workflow and procedures within Cross Insurance. In addition, the intern will also participate in sales sales and carrier meetings at the discretion of their manager. Additionally, opportunities to shadow benefits and bonds may also be provided. Interns will also assist with administrative projects as needed.
Duties include, but are not limited to:
- Understand daily business operations and exposures of our prospects and customers.
- Follow all procedures of both Cross Procedure Manual and CL/PL Workflow Manual.
Under the training and direction of the department managers:
- Assist with preparation of new business submissions.
- Under the direction of the Account Managers, quote and propose new business/additional coverages
- 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 Renewal proposals.
- Collect and assist with applications and underwriting information from Account Executive (AE) and/or client as necessary to market new and renewal policies.
- Learn about coverages included in the CL Checklist and their importance.
- Issue COIs & EPIs when new accounts are written/ and updates on renewals.
- Create new policy issuance instructions, quote instructions and renewal instructions for insurance company.
- Provide Processor with instructions for processing new and renewal policies.
- Answer questions posed by Processors.
- Facilitate audit disputes.
