Account Manager, Commercial Lines – Select Unit

Towne Insurance; Norfolk (VA); On-site; USD 50,000 - 65,000; Full time

Job summary

Towne Insurance in Norfolk, VA is seeking an Account Manager for the Select Business Unit to drive sales and deliver service excellence to clients and prospects. You will process endorsements, certificates, cancellations, and other transactions while supporting proposals, binders, and invoicing.

The role requires a current P&C license or ability to obtain one, plus prior commercial lines experience and strong communication, organization, and detail orientation.

Qualifications

• P&C license or ability to obtain upon hire.
• Prior commercial lines industry experience.
• Excellent oral and written communication.
• Strong attention to detail.
• Strong organization and prioritization skills.
• Computer skills (Word, Outlook, Excel).

Responsibilities

• Provide prompt, courteous, and knowledgeable service to Select Business Unit clients and prospects.
• Process endorsements, certificates, cancellations, audits, and other transactions according to agency standards
• Utilize the service centers with core partners and account rounding.
• Resolve accounting discrepancies.
• Support new business and renewals by maintaining prospect/client files within the agency management system, assembling proposals, issuing binders, I.D. cards, certificates of insurance and invoicing.
• Check policies to ensure the accuracy of the various transactions.
• Develop and maintain friendly and professional relationships with clients, prospects, underwriters, vendors, and others.
• Maintain client files on the agency management system.
• Be aware of opportunities to add new business to existing clients or cross-sell business to other departments.
• Maintain knowledge of industry forms and coverage changes
• Perform other duties as requested.
• Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

Skills

P&C license or ability to obtain

Commercial lines experience

Oral and written communication

Attention to detail

Organization and prioritization

Computer skills (Word, Outlook, Excel)

Tools

Applied software

Job description

Towne Insurance in Norfolk, VA is seeking an Account Manager for the Select Business Unit to drive sales and deliver service excellence to clients and prospects. You will process endorsements, certificates, cancellations, and other transactions while supporting proposals, binders, and invoicing.

The role requires a current P&C license or ability to obtain one, plus prior commercial lines experience and strong communication, organization, and detail orientation.