Coverage Inc · 2 days ago
Personal Lines Account Manager
Williamsburg, VA
Full-time
Remote
Mid Level
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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.
Qualification
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Required
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
Company
Coverage Inc
We believe that COVERAGE, done well, is a process involving discovery and management of risk, placement of insurance to protect against that risk, continued client engagement to ensure our work is relevant, management of injuries and claims to recover from a loss.
Founded in 1994
11-50 employees
Funding
Current Stage
Early StageLeadership Team
James Kelley
Partner
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