Tax Principal – Partnerships
CLA (CliftonLarsonAllen)
Personal Lines Account Manager
Coverage Cat
full-time
Posted on:
Location: Virginia • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
- 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
