Personal Lines Account Manager

Coverage Inc; Williamsburg (VA); Remote; USD 50,000 - 70,000; Full time

Job summary

Coverage Inc., an award-winning independent insurance agency, is seeking a Personal Lines Account Manager to work remotely. The role involves supporting sales efforts, maintaining client files, and ensuring proper documentation while fostering relationships with clients. Ideal candidates will have extensive knowledge of personal insurance and strong communication skills.

Qualifications

• Extensive knowledge of personal insurance.
• Experience in an electronic environment.
• Ability to build relationships with clients and staff.

Responsibilities

• Support Producers’ sales efforts by developing submissions on new and renewal business.
• Perform annual reviews of renewal policies for proper coverage.
• Maintain client files and ensure proper documentation.

Skills

Time management

Organizational skills

Verbal communication

Written communication

Relationship building

Self-motivation

Self-direction

Tools

TAM

Job description

Personal Lines Account Manager (Remote)

Coverage, Inc., an award-winning independent insurance agency located in Chantilly, VA, is looking for experienced personal lines account managers. The position is remote. This is a great opportunity for someone who wants to be a key personin an agency that combines remarkable market opportunities with experienced professionals. Work in a supportive environment in which professional development and concerns for one another are fostered. Our carriers include, among others, Erie, National Grange Mutual, Travelers, Nationwide, and Donegal. Among our many accomplishments, we are an Erie Elite Agency, Donegal Group Signature Agency, and Donegal Agency of Distinction.We need you as a key person to help us to continue our success and build upon it.

Qualifications

• Extensive knowledge of personal insurance
• Experience and expertise in operating in an electronic environment, including knowledge of TAM, helpful
• Time management, organizational and verbal and written communication skills necessary
• Must be able to build and develop relationships with clients and staff
• A high degree of self-motivation and self-direction

Duties

• Support Producers’ sales efforts by developing complete submissions on new and renewal business and obtain quotes in conjunction with agency marketing procedures
• Perform an annual review of renewal policies for proper coverage, incorporating information obtained from the client and/or Producer
• Maintain client files and ensure proper documentation by processing all policies, endorsement changes, documentation, activities, etc., according to agency procedures, and within agency timelines
• Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
• Review all items to be processed, to ensure items were received as ordered.
• Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.