Insurance Commercial Lines CSR *(Must have Property and Casualty License)*

Full Time
Leesburg, VA 20175
Posted
Job description

Full-Time 40 hrs per week

Dulles Insurance is looking for a Commercial Lines CSR for our Leesburg, Virginia office.

We have an opening in our commercial department managing a book of business handling accounts up to $200,000 in premium, mostly contractors and other risks.

We are in growth mode. We have an amazing work environment and have a lot of fun while getting a lot of work done.

Core Values: At Dulles Insurance our core values are defined by Honesty and Integrity.

Job Description

Essential Duties and Responsibilities: The following is a summary of the essential functions of this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Marketing new business to several carriers via carrier web portal or accord forms in a fast and efficient manner.

2. Take ownership and be able to take care of client issues that arise and settle them in a fast efficient manner.

3. Assist clients with audits.

4. Issue binders and certificates upon request.

3. Respond to phone calls and emails from clients by answering questions and resolving any issues.

4. Track and monitor claims and keep clients and producers informed of status.

5. Invoice and process new and renewal business, endorsements, audits, and cancellations.

6. Maintain proper documentation on coverages and exceptions for assigned accounts.

7. Enter, update, and maintain client policy information according to agency procedures in the management system.

8. Monitor all expirations, and be sure all renewals are processed.

9. Review accounts at renewal, obtaining updates on accounts by onsite visits as needed.

10. Assist Producers with re-underwriting existing accounts, managing renewals, and cross-selling while assisting the agency in meeting its financial objectives.

11. Willingness to ask for other lines of business and forward it to the appropriate department for them to follow up and quote.

Required Skills and Competencies:

1. Must have state-issued Property and Casualty agent's license (Life and Health license is a plus.)

2. AMS360 Agency Management System automation or ability to learn quickly.

3. Proficient in usage of various carrier websites.

4. Familiar with company guidelines, coverage, and underwriting.

5. Maintain excellent rapport with clients and company underwriters & agency personnel.

6. Superb interpersonal skills, both verbal and written.

7. Proficient typing (60 wpm) and computer skills.

8. Excellent attitude.

9. Ability to work both independently and as a team player.

Dulles Insurance is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

  • 401(k)
  • Paid time off

Schedule:

  • 8 hour shift
  • Monday to Friday

Ability to commute/relocate:

  • Leesburg, VA 20175: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

  • Do you have current or prior Commercial Insurance experience?

License/Certification:

  • Insurance Producer License (Preferred)

Work Location: In person

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