Tanis Broadwell

Agency Principal
The Broadwell Agency

Commercial Lines Account Manager

The Broadwell Agency is based in Newport News and the principal has been engaged in the insurance business for over 30 years, offering personal/commercial/life insurance and financial products. We have a strong presence in our community and support several non-profit organizations throughout the year. Our ideal team member will have an outstanding reputation, industry experience, and community awareness to support retention and growth within the agency.

Responsibilities to Include

-Service a high volume of commercial insurance accounts independently (without producer involvement) utilizing carrier websites and MGAs.
-Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures of the agency.
-Respond to client requests for information, documents, and general insurance inquiries.
-Handle all aspects of Commercial Lines Property & Casualty Insurance.
-Occasional outside service visits, to the client, may be required.
-Maintain renewal expirations, avoid any lapse in coverage.
-Identify policies requiring renewal attention -- contact client for updated information, schedule client reviews with producers.
-Prepare applications and required information for new and renewal submissions.
-Submit to eligible and appropriate carriers and follow-up to ensure timely receipt of quotes and policies.
-Work with the appropriate producers to issue binders, evidence of insurance, policies, certificates and other related items; verify their accuracy and forward them to client when appropriate
-Respond to underwriters’ questions in a timely and professional manner.
-Prepare proposals and summaries of insurance, as needed.
-Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices.
-Maintain a high degree of accuracy in agency management and document management systems.
-Submit first reports of claims when necessary. May refer clients to carriers for direct reporting of claims.
-Other projects or duties, as needed.

Minimum Required Skills & Competencies

-2-5 years experience in Commercial Property & Casualty Insurance Agency along with a thorough understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.
-High School Graduate. College degree preferred, but not required.
-Active Virginia Property and Casualty License
-Must be comfortable with web-based programs as well as intermediate knowledge of Microsoft office products, including Outlook, Excel, Word and Teams.
-Skilled experience with shared cloud storage and Webcetera/EZLYNX preferable but not required.
-Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.
-Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
-Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.
-Ability to work in a team environment.
-Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
-Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
-Ability to analyze complex insurance situations, needs and options and communicate both verbally and in writing in a clear, concise manner
-Ability to understand written and oral communication and interpret abstract information
-Have an advanced knowledge of insurance products and usages, insurance markets, underwriting procedures and insurance rating methods

Desired Skills & Competencies

Four-year college degree preferred Industry designations a plus