Personal Lines Account Manager

Coverage Inc; Williamsburg (VA); Remote; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Personal Lines Account Manager to join their remote team. This role offers a fantastic opportunity to contribute to a thriving agency known for its supportive environment and commitment to professional development. You will leverage your extensive knowledge of personal insurance to build and maintain client relationships, support sales efforts, and ensure proper documentation of policies. Join a team that values mutual concern and is recognized for its excellence in the insurance industry. If you are motivated and ready to make a significant impact, this position is perfect for you.

Qualifications

• Extensive knowledge of personal insurance is essential.
• Strong time management and communication skills are required.

Responsibilities

• Support sales by developing submissions for new and renewal business.
• Conduct annual reviews of renewal policies for proper coverage.
• Maintain client files and ensure proper documentation.

Skills

Personal Insurance Knowledge

Time Management

Organizational Skills

Communication Skills

Client Relationship Building

Self-Motivation

Tools

TAM

Job description

Join to apply for the Personal Lines Account Manager role at Coverage Inc.

Coverage, Inc., an award-winning independent insurance agency located in Chantilly, VA, is seeking experienced personal lines account managers. The position is remote, offering a great opportunity for someone eager to be a key contributor in an agency that combines remarkable market opportunities with a team of experienced professionals. We foster a supportive environment that emphasizes professional development and mutual concern. Our carriers include Erie, National Grange Mutual, Travelers, Nationwide, and Donegal. We are recognized as an Erie Elite Agency, Donegal Group Signature Agency, and Donegal Agency of Distinction. We need you to help us continue our success and build upon it.

Qualifications

• Extensive knowledge of personal insurance
• Experience with electronic environments, including TAM (helpful)
• Strong time management, organizational, and communication skills (verbal and written)
• Ability to build and develop relationships with clients and staff
• High self-motivation and self-direction

Duties

• Support sales efforts by developing complete submissions for new and renewal business and obtaining quotes following agency procedures
• Conduct annual reviews of renewal policies for proper coverage, incorporating client and producer information
• Maintain client files and ensure proper documentation of policies, endorsements, and activities within agency timelines
• Respond to client inquiries, emails, mail, and company requests per agency guidelines
• Review processed items to ensure accuracy and completeness
• Participate in courses to improve insurance and sales skills; stay current with industry trends through journals and bulletins

Additional Information

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: Staffing and Recruiting

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