Personal Lines Account Manager Full Time

Summary:

The Personal Lines Account Manager role at Coverage, Inc. is a remote position with an award-winning independent insurance agency based in Chantilly, Virginia. Coverage, Inc. partners with top carriers like Erie and Travelers, earning distinctions such as Erie Elite Agency. The company fosters a supportive environment focused on professional growth, seeking a key team member to enhance its success in the personal insurance market.

Responsibilities:

• 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.

Requirements:

• 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.

Benefits:

• Work in a supportive environment in which professional development and concerns for one another are fostered.