Including but not limited to:

• Follow Large Commercial Timeline, adhere to Cross Procedure Manual and Master CL Workflow Manual. 

• Handle Large Complex Accounts (Book of Business up to $1,000,000 or more in revenue. 

• Meet with Producer/AE monthly to review marketing instructions. 

• Visit clients as necessary as a proxy for Account Executive. 

• Assist in soliciting increases in coverage (Round out accounts). 

• Can provide an Analysis of Coverage. 

• Has in-depth technical knowledge of insurance coverages & products to advise clients with very little direction of an Account Executive. 

• Understand the daily business operations and exposures of our customers. 

• Collect applications and underwriting information from Producer/AE and/or Client and Prospects as necessary to market new and renewal policies. 

• Prepare Annual Review Kits and Proposals. 

• Prepare Renewal and New business submissions and proposals. 

• Follow-up with underwriters for the timely receipt of quotes.   

• Respond to requests from underwriters. 

• Invoice for prompt payment of agency bill invoices and request cancellation of policy when payment(s) are not received per Cross guidelines. 

• Create new policy issuance instructions, quote instructions and renewal instructions for insurance company. (Bind Order) 

• Produce Initial binders for Renewal and New Accounts.  

• Provide clear concise instructions for processing new and renewal policies.  

• Accurately Complete CL Checklist. 

• Add Master COIs & EPIs on Renewal and New Business. 

• Respond to customer inquiries including coverage questions, requests for documentation with or without direction of the Producer/AE. 

• Answer questions posed by Processing Analysts. 

• Facilitate audit disputes.