Personal Lines Account Manager

5 days ago

⚔️ Virginia – Remote

Although this job is listed in Virginia, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Coverage Cat

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Coverage Cat is a licensed insurance broker that offers a diverse range of insurance products including auto, home, and umbrella insurance. As a one-stop shop, Coverage Cat provides consumers with a platform to compare quotes from multiple insurance companies, facilitating easy access to insurance information without spam or unsolicited calls. It aims to empower users through tools such as calculators and FAQs, while maintaining a high service rating from its customers.

homeowners insurance • renters insurance • car insurance • umbrella insurance

2 - 10 employees

💳 Fintech

🛍️ eCommerce

💰 Seed Round on 2022-12

📋 Description

• 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