Account Manager - Commercial Lines

TowneBank; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Dental Insurance

401K Matching

Profit Sharing

Tuition Reimbursement

Paid Time Off

Job summary

Towne Insurance in Charlotte is hiring a Commercial Lines Account Manager to provide exceptional service to new and existing clients, working closely with risk advisors and a team of professionals. You will manage endorsements, renewals, and inquiries with precision and professionalism.

Ideal candidates hold an active P&C license (or can obtain upon hire) and have experience in commercial lines. Strong communication, organization, and attention to detail are essential as you support growth

Qualifications

• Active P&C license or ability to obtain upon hire.
• Prior experience in the commercial lines insurance industry.
• Excellent oral and written communication skills.

Responsibilities

• Works with risk advisors and Towne personnel on client service, marketing, and renewal.
• Provides professional, courteous service to clients, carrier reps, underwriters, and colleagues to maintain retention.
• Handles endorsements, audits, cancellations, renewals, claims, and other customer requests accurately and promptly.

Skills

Communication skills

Detail orientation

Organization

Education

P&C license

Tools

Applied Epic

Job description

Join us at Towne Insurance! Your Career. Your Future. Your Towne.

Towne Insurance is hiring a Commercial Lines Account Manager to join our Charlotte team. The Commercial Lines Account Manager is responsible for providing professional service to new and existing clients in a timely and accurate manner.

About Us

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.

About the Role

• Works closely with risk advisors and other Towne personnel on all aspects of client service, marketing, and renewal.
• Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and Towne colleagues, resulting in a rate of account retention that meets or exceeds expectations.
• Answers telephone calls from insured customers and enquires about endorsement requests, cancellations, remarkets/rewrites, claims, and other service inquiries.
• Utilizes sales and customer service skills to listen effectively, build rapport, develop needs, provide solutions, and improve client policy retention.
• Effectively utilizes selected third-party systems for customer handling (e.g., carrier sites, Applied Epic).
• Ensure that all endorsements, audits, cancellations, claims, finance agreements, certificates, and other customer requests are handled in an accurate and timely manner according to procedures.

Skills and experience you’ll need:

A successful candidate will have an active P&C license or ability to obtain upon hire and prior experience in the commercial lines insurance industry, as well as the following:

• Excellent oral and written communication skills.
• Strong attention to detail, organization, and prioritization skills.

Bonus points if you have:

• 3+ years of experience in commercial lines account management.
• Experience with agency management systems, preferably Applied Epic.

What we offer:

We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Health, vision, dental, and Employee Assistance Program
• Paid time off to include holidays, PTO, sick leave, and bereavement
• Profit Sharing
• Continuing education opportunities
• 401K & Employer Matching
• Identity theft protection
• Tuition Reimbursement
• Wellness Plan

Serving Others. Enriching Lives.

Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.

We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.