Account Manager - Commercial Lines

Towne Insurance; Charlotte (NC); On-site; USD 50,000 - 70,000; Full time

Job summary

Towne Insurance is seeking motivated professionals for a role in client service and account management. The position involves collaborating with team members, providing excellent service to clients, and handling various insurance-related inquiries. Candidates should possess strong communication skills and attention to detail, with a focus on enhancing client retention and satisfaction.

Benefits

Growth and advancement opportunities

Comprehensive health, vision, dental, and Employee Assistance Program

Paid time off, holidays, sick leave, and bereavement

Profit sharing and 401K with employer matching

Continuing education and tuition reimbursement

Paid training and parental leave

Employee discounts and wellness programs

Qualifications

• 3+ years of commercial lines account management experience is a plus.
• Strong sales and customer service skills to enhance client retention.

Responsibilities

• Collaborate with risk advisors on client service and marketing activities.
• Handle calls from insured customers regarding endorsements and claims.
• Ensure accurate processing of endorsements, claims, and finance agreements.

Skills

Communication

Attention to Detail

Organization

Customer Service

Education

Active P&C license or ability to obtain one

Prior experience in the commercial lines insurance industry

Tools

Applied Epic

Microsoft Word

Microsoft Outlook

Microsoft Excel

Job description

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

About Towne Insurance

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. We pride ourselves on serving others, enriching lives, and providing our members with excellent service. Our employees are our most valuable asset, and we invest in their health, happiness, and education. We seek motivated, self-directed professionals committed to giving back to their communities.

About the Role

• Collaborate closely with risk advisors and other team members on client service, marketing, and renewal activities.
• Provide professional, courteous service to clients, carrier representatives, underwriters, and partners, aiming for high account retention.
• Handle calls from insured customers regarding endorsements, cancellations, remarkets/rewrites, claims, and inquiries.
• Use sales and customer service skills to listen, build rapport, identify needs, offer solutions, and enhance client retention.
• Utilize third-party systems like carrier sites and Applied Epic effectively for customer handling.
• Ensure all endorsements, audits, cancellations, claims, finance agreements, certificates, and requests are processed accurately and promptly.

Skills and Experience Needed

• Active P&C license or ability to obtain one upon hire.
• Prior experience in the commercial lines insurance industry.
• Excellent communication skills, both oral and written.
• Strong attention to detail, organization, and prioritization skills.
• Proficiency in Word, Outlook, and Excel.

Bonus Points

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

What We Offer

• Growth and advancement opportunities
• Competitive pay based on experience
• Comprehensive health, vision, dental, and Employee Assistance Program
• Paid time off, holidays, sick leave, and bereavement
• Profit sharing and 401K with employer matching
• Continuing education and tuition reimbursement
• Paid training and parental leave
• Employee discounts, identity theft protection, wellness programs, and volunteer opportunities

Our member-centric approach empowers our team to build lasting relationships with the communities we serve, fostering bright futures for our professionals. We value diversity, promote professional growth, and respect the contributions of our colleagues inside and outside the organization.