Cross Insurance · 5 days ago
Employee Benefits Small Group Account Manager
US - ME - Portland
Full-time
Hybrid
Mid Level
$55K/yr - $60K/yr
3+ years expCross Insurance is seeking a Small Group Account Manager to serve as the initial point of contact for employer groups and employees on service-related issues. The role involves fostering long-term relationships with clients and insurance carriers, managing accounts, and ensuring compliance with client service standards.
Auto InsuranceFinancial ServicesInsuranceInsurTechLife Insurance
Responsibilities
Account Management
Plan Renewals
General Account Management Questions
Renewal Delivery
Account Rounding
Compliance
Carrier Negotiation
Plan Shopping
Attend and complete any training sessions or assignments as required
Adhere to client service standards of the department and agency
Perform other tasks on projects as needed/assigned
Complete tasks in Brokerage Builder, file maintenance
Qualification
Required
High school diploma or equivalent degree
At least three years of experience in employee benefit account management, or equivalent combination of education and experience
Maine agent's license in Health and Life
Possess communication skills necessary to communicate with insurance companies, clients and prospects concerning employee benefit lines of coverage
High level of patience and empathy while working under pressure
Basic working knowledge of Microsoft Word and Excel required
Demonstrated ability to compose clear and accurate routine and non-routine correspondence
Proficient in Adobe
Ability to learn multiple new web applications for data entry
Proficient in managing projects
Strong organizational skills, high attention to detail, responsive and self-motivated
Team player and task oriented
Possesses a bias for action and avoids workplace distractions
Ability to lift to 25 lbs
Preferred
College degree preferred
Intermediate knowledge of Microsoft Word and Excel preferred
Knowledge of Power Point preferred
Familiarity with the health insurance industry and New England carriers preferred
Benefits
Medical
Dental
Vision
401(k) with match
Paid time off
And more
Company
Cross Insurance
Cross Agency is an insurance agency that offers auto, home, renters insurance, and commercial insurance for businesses.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Bruce Nickerson
Chief Financial Officer
James Jones
Chief Data Analytics Officer
Recent News
2025-06-30
2025-05-07
Company data provided by crunchbase