Cross Insurance Benefits Overview

Oversee branch operations, workflows, administrative coordination, compliance, staffing support, process improvement, and business continuity. Provide guidance to managers and employees, monitor priorities and deadlines, support onboarding and organizational changes, coordinate projects, assist with technology implementations, and maintain relationships with clients, vendors, carriers, and business partners. The role also escalates operational issues, supports leadership initiatives, and promotes accountability and continuous improvement.

Develops and grows commercial insurance business by prospecting, analyzing client exposures, recommending coverage, closing sales, and retaining accounts. The producer inherits an established middle-market book while building new business. Responsibilities include sales planning, client and carrier relationship management, renewals, policy and premium coordination, CRM documentation, and compliance with underwriting procedures. The role also requires ongoing professional development and collaboration with commercial lines teams.

Service commercial insurance policies (new and renewal), maintain client and underwriter relationships, prepare submissions, bind orders, renewal summaries and proposals, handle large complex accounts, perform coverage analysis, and attain necessary licensing CE credits.