Insurance CSR VA

Job Summary:

Come aboard as an experienced Property and Casualty Insurance Account Manager, supporting the back-end operations of a growing commercial insurance agency. You’ll handle policy documents and client records in our agency management system, keep the agency organized, and serve as a point of contact with underwriters. We hope you’ll apply if you have hands-on P&C agency experience and can take work off the producer’s plate so they can stay focused on selling.

Key Responsibilities:

• Process incoming policies and save them under the correct client records in the agency management system (QQ Catalyst)

• Update policy information, client details, and account data accurately and promptly

• Run back-end agency operations, including emails, document handling, and scheduling

• Correspond with underwriters by phone and email to support quoting and submissions

• Build and nurture strong working relationships with underwriters and carrier contacts

• Support commercial lines accounts such as workers’ compensation, business auto, and general liability

• Organize and maintain client files, policy records, and account documentation

• Follow up on pending items and alert the agent to issues or missing information

• Keep the agency management system clean, current, and well organized

Mandatory Skills:

• Proven experience as a Property and Casualty Customer Service Representative (CSR) or Account Manager

• Working knowledge of commercial insurance lines (workers’ comp, business auto, general liability)

• Experience using an agency management system (e.g., QQ Catalyst, Applied Epic, AMS360, HawkSoft)

• Strong phone and written English communication skills

• Accurate data entry and record-keeping

• Thorough, prompt, and independent

• Strong communication skills and a professional, client-ready manner

Preferred Skills:

• Direct experience with QQ Catalyst

• Experience communicating with underwriters and building carrier relationships

• Familiarity with commercial insurance quoting, submissions, and policy servicing workflows

• Experience with certificates of insurance, endorsements, and renewals

• Confident keeping several accounts and priorities under control at once

• Comfort learning new systems and processes quickly

Why Join Us:

This is a great opportunity to become a key part of a growing insurance agency, with real ownership of its back-end operations. You’ll work directly with the agency owner and have a visible role in how the agency serves clients and carriers. There’s room to grow as the agency expands.