Commercial Lines Assistant Account Manager- Middle Market

  • LEI Cross Financial Corp
  • US - NH - Portsmouth
  • 7mo ago
  • Full-Time
  • On-site

The Cross Family of Agencies welcomes you. We need your talent and expertise.

COMMERCIAL LINES ASSISTANT ACCOUNT MANAGER - MIDDLE MARKET

Full Job Description

Launch Your Career at Cross Insurance

We're looking fora proactive and detail-oriented Commercial Lines Assistant Account Manager to support our middle market accounts. If you have some experience in insurance - whether in small business, personal lines, or commercial - and you're known for your customer service skills, accuracy, and willingness to learn, we'd love to hear from you.

In this Insurance Assistant role you will:

  • Assist Account Managers in maintaining client accounts
  • Document client correspondence and policy activity
  • Send and track policy changes and endorsements
  • Review policy documents for accuracy and completeness
  • Issue certificates of insurance and evidence of coverage
  • Jump in to support the team with other tasks as needed

What we're looking for:

    • High school diploma (or equivalent) and 1-2 years of customer service and/or administrative experience.
    • Some insurance experience (commercial, personal lines, or small business)
    • Strong attention to detail and organizational skills
    • Excellent customer service and communication abilities
    • Positive attitude and team-first mindset
    • Willingness to learn and grow in a fast-paced environment

    Bonus skills:

    • Familiarity with AMS360
    • Experience with Microsoft Office (Word, Excel, Outlook)