Personal Lines Marketing Assistant
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Overview
Job Description
The Cross Family of Agencies welcomes you. We need your talent and expertise.
Personal Lines Marketing Assistant
Location: Armonk, NY 10504
Job Type: Full-Time
Reports To: Elizann Arizmendi/Personal Lines New Business Marketing Manager
About Us
Cross Private Client is a boutique Property & Casualty insurance division providing high level customized insurance solutions to individuals and families.
Position Summary
This role supports ongoing incoming agency referrals with new business marketing and placement while following a workflow from submission through quoting, proposal preparation, binding, and policy issuance.
Key Responsibilities
- Prepare submissions, quotes, and proposal templates.
- Prepare binding documents and policy issuance.
- Communicate with assigned carrier underwriters.
- Maintain AMS60 system records, including Activity and Suspense items, in a timely manner.
- Adhere to outlined workflows and compliance items.
- Perform other duties as assigned.
Qualifications
- Personal Lines insurance experience preferred.
- P&C license preferred.
- Strong organizational and communication skills.
- Proficiency in Microsoft products, including Outlook and PowerPoint, is a plus.
Compensation: The base salary range for this role is $65,000–$75,000 annually. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
