Commercial Lines Account Manager
VA/WVA: Hybrid
Insurance
10/29/2024
Commercial Lines Account Manager
Our Northern Virginia - based independent insurance agency client is now looking for an experienced Commercial Lines Account Manager to work out of either their Leesburg, VA. or Charlestown, WV. office on a hybrid basis. The successful candidate will be responsible for the day to day delivery of high quality insurance customer service to a wide variety of commercial clients. My client has a reputation for providing a family-friendly work environment that enables, empowers, and rewards it's employees on a daily basis.
Position: Commercial Lines Account Manager
Location: Leesburg, VA or Charlestown, WV
Work Environment: Hybrid
Book of Business: Commercial Accounts
Salary: Based on experience up to $70k
Incentives: Bonuses and Commissions
The Opportunity:
- Become part of one of the fastest growing and largest privately-owned independent brokers in Northern Virginia that provides a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
- Be part of a casual, family-focused work culture where you will be empowered and enabled to best your best.
- Work on a hybrid basis two days per week
- Everyone is an owner in this organization.
- Work independent of micro-managing supervisors
- Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients.
- Work with the leading E&S brokers including CRC, RT Specialty, and Amwins.
- Develop and maintain relationships with clients to ensure that all service needs are met.
- Round out accounts and cross-sell from existing accounts.
- Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage.
- Prepare client proposals based on client’s needs, rates and coverages.
- Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms.
- Maintain the accuracy of data in the agency management system.
- May handle collections of premiums due.
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
- Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
- Other responsibilities as assigned by Manager.
Qualifications:
- Minimum three years of commercial lines insurance experience in an independent insurance agency.
- Thorough knowledge of E&S commercial lines coverages and markets.
- Property and Casualty license.
- Experience with EPIC agency management system a plus.
- Experience with Microsoft Office products.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Benefits:
Our client provides Work-Life balance. The benefits package allows you to manage your health, wellness, and financial future.
Compensation: Based on experience
Benefits: Executive-level benefits package complete with health insurance coverage, 401k matching, and generous PTO.