Publications and Resources

Our offices will be closed on Monday, October 14th in observance of the Columbus Day Holiday.

If you need assistance, please reach out to your carrier directly at https://www.preferins.com/claim-reporting-phone-numbers/ .

Our office will be closing at 1pm on Friday, August 30th.

Our office will be closed September 2nd  in observance of the Labor Day Holiday. If you need assistance, please reach out to your carrier directly at https://www.preferins.com/claim-reporting-phone-numbers/ .

We are growing and searching for new team members! We are passionate about our clients, professional development and our community.

Check out our careers page for our listing of new and open positions!

Preferred Insurance Services, Inc. is seeking an energetic candidates for our Account Manager position in our Commercial Lines department. These positions are located in our Fairfax, VA office.

The Commercial Lines Account Manager handles all customer needs for commercial accounts. Must meet sales, service and quality standards of the agency.

What you will be doing:

Account Management
· Interface with carrier representatives, customers/prospective customers, producers in order to ensure that all entities receive/deliver necessary information in a complete and timely manner to ensure successful sales performance.

· Interface with customers/prospective customers via various modes of communication (written, email, face-to-face, phone, other).

· Participate in and promote pre and post placement servicing (proof of insurance, loss control services, premium financing, claims, etc.)

· Process daily work assignments, including ad-hoc and renewal requests.

· Input all notes of customer/member interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.

· Manage key processes and internal activities that result in our ability to deliver client-facing requirements.

New Business & Renewal Management

· Prepare, gather and complete accurate client submissions for the insurance carriers.

· Obtain phone calls and emails requesting quotes, changes to existing coverage and/or policies. Completes changes/request within 24 hours of receipt.

· Create and/or update applications and submissions for the insurance carriers.

· Negotiate the best terms and conditions with the Carriers for our clients.

· Review existing accounts to determine if there are additional lines of insurance to recommend and do so by email or phone prior to renewal.

· Actively solicit increases in limits and/or coverages, rounding out accounts through every service contact.

· Actively solicit Personal Lines, Life and Benefits Referrals

· Document all material conversations with insured and/or carriers regarding exposures and coverages.

· Create and/or present client proposals with the Producers.

· Deliver binders and/or policies for assigned accounts including the Summary of Insurance.

· Prepare and assist the producer in conducting midyear reviews with the clients and Producers.

· Receives and reviews all terminations and cancellations to determine the action to be taken, and take needed action within 72 hours of receipt.

Your experience:

• Property and Casualty license (required)

• 3-5 plus years of experience in P&C Insurance (required)

• Applied EPIC, TAM or AMS360 software experience (preferred)

• Must be a self-starter, imaginative and creative

• Must possess good leadership and communication skills, both verbal and written

• Must be able to work in a fast-paced environment and multi-task

• Should have vast knowledge of insurance and a thorough understanding of commercial lines underwriting and coverages

Why work here? At Preferred, we offer:

  • Competitive salary
  • Employer paid insurance benefits
  • Paid time off
  • Flex holiday
  • Life and disability insurance
  • 401(k)
  • Casual dress code
  • Office social events, Quarterly events
  • Employee referral program
  • On-site gym

Please send resumes to joelle@preferins.com

Not your dream job?  Check out our other Career Opportunities.

Preferred Insurance Services, Inc. is seeking energetic candidates for our Assistant Account Manager positions that will support our Commercial Lines department. These positions are located in our Fairfax, VA office.

This is an entry level position – your team will fully support your training and education to provide the tools and experience to develop into a Commercial Lines Junior Account Manager. We want to see you grow!

What you will be doing:

  • Assist in the renewal process (pre-renewal workflow, order loss runs, exposure comparison, renewal applications, premium comparisons, create renewal proposals) for your assigned Account Managers. You will also assist with creating master certificates, insurance binders and completing policy checklists
  • Provide general administrative support to Commercial Lines department
  • Issue certificates of insurance and evidence of property forms
  • Review and process endorsements, follow up with Carriers for receipt of endorsements
  • Input initial applications into EPIC
  • Assist with spreadsheets and premium allocations on accounts
  • Initial Policy checks, including policy forms, policy term, policy number, premium, commission, etc.
  • Other projects as needed by account management staff.
  • Back up phone lines as needed

The chosen individuals will posses strong interpersonal skills and have a professional and pleasant telephone manner. The successful candidates are team players and capable of working independently, interacting with people and resolving problems.

Your experience:

  • 1-2 years of experience in an office environment
  • Must be a self-starter, imaginative and creative (problem solver)
  • Must possess excellent communication skills, both verbal and written
  • Must be able to work in a fast-paced environment and multi-task (time management)
  • Excellent working knowledge of Microsoft Office Suite
  • Insurance or banking background preferred, but not required

Why work here? At Preferred, we offer:

  • Competitive salary
  • Employer paid insurance benefits
  • Paid time off
  • Flex holiday
  • Life and disability insurance
  • 401(k)
  • Casual dress code
  • Office social events, Quarterly events
  • Employee referral program
  • On-site gym

Please send resumes to joelle@preferins.com

Not your dream job?  Check out our other Career Opportunities.

Our offices are closed today, February 20th, 2019 due to the inclement weather. If you need assistance, please reach out to your carrier directly  https://www.preferins.com/claim-reporting-phone-numbers/  .

Preferred Insurance Services Now Accepts Online Payments

Simple payment form

We’ve made it easier than ever to make a payment to Preferred Insurance Services. Just click the link below to pay via credit card or ACH. It’s fast, easy, and mobile!

https://preferins.epaypolicy.com


Come join us for a seminar with Donna Wassell from Travelers Insurance about what do to concerning EPLI’s!

View the Event Flyer Here!

Please note that the Preferred Insurance offices will be closing early on Wednesday, November 21st , 2018 at NOON and will be closed on Thursday, November 22nd, 2018 and Friday, November 23rd, 2018 in observance of Thanksgiving. Our offices will reopen on Monday, November 26th 2018, with normal working hours.

Claims Reporting

Learn how you can report claims while our offices are closed.
Personal Insurance
Business Insurance

November 1st we will be kicking off the 2018 Toys for Tots toy drive. Leesburg and Fairfax Offices will both be drop off locations again this year.

We are really looking forward to doing this again this year and here’s to a great 2018 Toy Drive for the children!!!!!!!