Coverage Inc · 17 hours ago
Commercial Lines Account Manager
Chantilly, 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 annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client and/or Producer
Maintain MIS client files and ensure proper documentation by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
Maintain control of renewal expiration lists, binders, audits, and aged receivables in accordance with agency guidelines.
Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines
Review all items to be processed, to insure items were received as ordered. Prepare billing following agency’s credit and collections policies.
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.
Participate in any special projects at management’s request.
Qualification
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Required
Extensive knowledge of all lines of commercial insurance, including sophisticated and less common coverages, especially those products represented through agency
Thorough knowledge of brokerage operations including claims handling, commercial lines rating, agency management system, and applicable insurance laws/codes
Experience and expertise in operating in electronic environment; 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 and verbal and written communication skills
Must be able to build and develop relationships with clients and staff
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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