Commercial Lines Account Manager

Coverage, Inc.; Sully Square (VA); Remote; USD 60,000 - 90,000; Full time

Job summary

A leading independent insurance agency in Virginia is looking for an experienced Commercial Lines Account Manager. This remote position offers a full-time or part-time career opportunity to support and grow the agency's success, requiring extensive knowledge in commercial insurance and excellent communication skills.

Qualifications

• Extensive knowledge of all lines of commercial insurance.
• Proficiency in operating in electronic environments.
• Excellent time management and organizational skills.

Responsibilities

• Support sales efforts by developing submissions for new and renewal business.
• Perform annual reviews and risk exposure analyses of renewal policies.
• Maintain MIS client files and document all activities.

Skills

Knowledge of commercial insurance

Brokerage operations understanding

Excellent communication skills

Time management

Relationship building

Self-motivation

Tools

MIS

Word

Excel

Document management software

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 each other, have fun, and maintain a serious commitment to our work. Our carrier partners include the Hartford, Travelers, Erie, CNA, Donegal, Berkley, Penn National, Harford Mutual, and Accident Fund. As a Donegal Group Signature Agency, Agency of Distinction, and Erie Commercial Elite Agency, we rank in the top 10 in commercial business company-wide. We excel in large accounts and continue to succeed.

We need you as a key person to help us sustain and grow 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 and codes.
• Proficiency in 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

• Support producers’ sales efforts by developing complete submissions for new and renewal business and obtaining quotes following agency marketing procedures.
• Perform annual reviews and risk exposure analyses of renewal policies to ensure proper coverage, using information from clients and producers.
• Maintain MIS client files, ensuring all policies, endorsements, invoices, binders, certificates of insurance, and related activities are properly documented according to agency procedures and timelines.
• Manage renewal expiration lists, binders, audits, and aged receivables in accordance with agency guidelines.
• Respond to client inquiries, emails, mail, and company requests per agency standards.
• Review all processing items to confirm receipt and accuracy; prepare billing in line with agency’s credit and collections policies.
• Participate in courses to enhance insurance and sales skills. Keep current with underwriting requirements, industry trends, and carrier updates.
• Engage in special projects as requested by management.