Job description
100% Work from home during covid
P&C Independent Agency Experience Only (not captive or direct)
Cover Desk is a virtual assistant company working with independent insurance agencies, MGA’s/Wholesalers, and carriers. With over 100 national and regional insurance company partners, we deliver modern insurance solutions to the Independent Agency Channel.
With over 200 clients and 1000+ Virtual Assistants in the Philippines and Mexico, we are looking to expand and add licensed account management professionals all over the United States.
The last year has been a challenging year for everyone. Now more than ever, clients deserve the comfort and peace of mind that a dedicated home and auto insurance team provides. Cover Desk is growing! We need licensed and experienced account managers to join our personal lines team.
Account Manager - Client Retention position is client facing, working directly with current policyholders to assess their needs, review their current coverage, evaluate coverage options, and bind the appropriate coverage changes / rewrites based on the client’s needs.
Essential Duties:
- Consult our existing personal lines clients about their coverage
- Discuss accounts with clients and determine if remarket/reshop makes sense
- Our Quote Processing team will complete the remarket with carriers
- Present new coverage when we find a better option, or reinforce the current value and modify the policy coverage/deductible for retention
- Underwriting liaison for placing current accounts with other carriers
- Proactively support the agency in identifying and closing cross-sell opportunities
- Coordinate service processing work with CSR’s
- Role will have support team for billing, e-signatures, trailing docs, rate processing, etc.
Desired Qualifications:
- REQUIRED Insurance P&C license
- REQUIRED Two Years: Independent Agency Experience
- Associates Degree or equivalent experience highly desired
- Minimum 2-5 Years’ experience in Home and Auto: Rating, Presenting Coverage, Selling, Servicing, Adjuster, Underwriter
- Experience with LM/Safeco, State Auto, Allstate, National General, Encompass, Travelers, Pure, Vault, AIG, Progressive, Auto Owners, Hippo, Kemper, The Hartford and more.
- Salesforce/AMS360/Applied Epic/ Hawksoft/Ezlynx experience highly preferred
- Consistent display of excellent communication skills, verbal and written
- Proficient with Microsoft Office Suite, including Excel, Outlook & Word
- Ability to effectively communicate with underwriters and carrier staff
- Ability to work in a decentralized team environment, coordinating work with other team members remotely
Work Remotely
Job Type: Full-time
Pay: $22.00 - $33.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Weekly day range:
Work setting:
Education:
- High school or equivalent (Preferred)
Experience:
- Leadership Experience: 2 years (Preferred)
- insurance: 2 years (Required)
License/Certification:
Work Location: Hybrid remote in Houston, TX