Commercial Lines Account Manager

Coverage Inc; Sully Square (VA); Remote; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an experienced Commercial Lines Account Manager for a remote position. This role is perfect for a motivated individual eager to contribute to an award-winning insurance agency known for its extensive market opportunities and supportive environment. The successful candidate will leverage their expertise in commercial insurance, brokerage operations, and client relationship management to drive success. Join a team that values professional development and excels in managing large accounts while making a significant impact in the industry.

Qualifications

• Extensive knowledge of commercial insurance lines and coverages.
• Strong understanding of brokerage operations and claims handling.

Responsibilities

• Support sales efforts by developing submissions for new and renewal business.
• Conduct annual reviews and risk exposure analyses of policies.

Skills

Commercial insurance knowledge

Brokerage operations understanding

Automation skills

Time management

Communication skills

Relationship building

Self-motivation

Tools

MIS

Microsoft Outlook

Microsoft Word

Microsoft Excel

Document management software

Carrier proprietary systems

Phone systems

Job description

Commercial Lines Account Manager - Remote Position

Full Time or Part Time Positions Available

Coverage, Inc., an award-winning independent insurance agency in Chantilly, Virginia, is seeking an experienced commercial lines account manager. This role offers a great opportunity for someone eager to be a key contributor in an agency that combines extensive market opportunities with a team of experienced, savvy professionals. We operate on a human scale, fostering a supportive environment that emphasizes professional development and mutual care. Our carriers include, among others, The Hartford, Travelers, Erie, CNA, Donegal, Berkley, Penn National, Harford Mutual, and Accident Fund. We are proud to be a Donegal Group Signature Agency, Agency of Distinction, and an Erie Commercial Elite Agency, ranking in the top 10 in commercial business company-wide. We excel in handling large accounts and consistently succeed in our endeavors. We need you to help us sustain and build upon our success.

Qualifications

• Extensive knowledge of all lines of commercial insurance, including sophisticated and less common coverages, especially those products represented through the agency.
• Thorough understanding of brokerage operations, including claims handling, commercial lines rating, agency management systems, and applicable insurance laws/codes.
• Experience with electronic environments; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems.
• Familiarity with risk management concepts.
• Excellent time management, organizational, and communication skills, both verbal and written.
• Ability to build and develop relationships with clients and staff.
• High self-motivation and self-direction.

Duties

1. Support producers’ sales efforts by developing complete submissions for new and renewal business and obtaining quotes in accordance with agency marketing procedures.
2. Conduct annual reviews and risk exposure analyses of renewal policies, ensuring proper coverage based on information from clients and producers.
3. Maintain MIS client files, ensuring proper documentation of policies, endorsements, invoices, binders, certificates of insurance, and activities, following agency procedures and timelines.
4. Manage renewal expiration lists, binders, audits, and aged receivables per agency guidelines.
5. Respond promptly to client inquiries, emails, mail, and company requests following agency protocols.
6. Review processing items to confirm receipt and accuracy; prepare billing in line with agency credit and collection policies.
7. Participate in training courses to enhance insurance and sales skills. Stay informed about underwriting requirements and industry trends through journals and bulletins.
8. Assist with special projects as requested by management.