Commercial Lines Account Manager

Keystone Insurers Group; Sully Square (VA); Remote; USD 60,000 - 90,000; Full time

Job summary

A well-regarded insurance agency is seeking an experienced Commercial Lines Account Manager. This role involves supporting sales efforts, maintaining client files, and ensuring proper risk coverage. Ideal candidates will have a strong knowledge of commercial insurance and excellent communication skills, contributing to a team-focused environment.

Qualifications

• Extensive knowledge of all lines of commercial insurance.
• Experience in electronic environments with automation skills.
• Ability to build client relationships.

Responsibilities

• Support producers’ sales efforts by developing submissions for new and renewal business.
• Perform annual reviews of renewal policies.
• Respond to client inquiries and manage documentation.

Skills

Knowledge of commercial insurance

Claims handling

Brokerage operations understanding

Time management

Communication skills

Relationship building

Self-motivation

Tools

MIS

Excel

Word

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 an excellent opportunity for someone eager to be a key contributor in an agency that combines remarkable market opportunities with experienced, savvy professionals, operating on a human scale. Join a supportive environment that fosters professional development and mutual concern. We value our team, enjoy our work, and maintain a serious commitment to excellence. Our carrier partnerships 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 at handling large accounts and winning them. We need you to help us continue and build upon our success.

Qualifications

• Extensive knowledge of all lines of commercial insurance, including sophisticated and less common coverages, especially those represented through the agency.
• Thorough understanding of brokerage operations, including claims handling, commercial lines rating, agency management systems, and applicable insurance laws and codes.
• Experience operating in electronic environments with 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, verbal, and written communication skills.
• 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 following agency marketing procedures.
2. Perform annual reviews and risk exposure analyses of renewal policies to ensure proper coverage, gathering information from clients and producers.
3. Maintain MIS client files, ensuring proper documentation of policies, endorsements, invoices, binders, certificates of insurance, and activities, according to agency procedures and timelines.
4. Manage renewal expiration lists, binders, audits, and aged receivables in line with agency guidelines.
5. Respond to client inquiries, emails, mail, and company requests per agency protocols.
6. Review all processing items to confirm receipt as ordered. Prepare billing following agency credit and collection policies.
7. Engage in courses to enhance insurance and sales skills. Keep current on underwriting requirements and industry trends through journals and bulletins.
8. Participate in special projects as requested by management.