Account Manager - Select Business Unit

Towne Insurance; Greenville (NC); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Health, vision, dental, and EAP

401K & Employer Matching

Paid time off

Job summary

Towne Insurance is seeking an Account Manager for the Select Business Unit to provide sales and service support for clients and prospects. You will process endorsements, certificates, cancellations, audits, and other transactions while maintaining accurate files in the agency management system.

The role emphasizes building strong client relationships, supporting new business and renewals, and ensuring compliance with AML/BSA regulations.

Qualifications

• Current P&C license or ability to obtain upon hire.
• Prior commercial lines industry experience.
• Excellent oral and written communication skills.
• 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 AML including the Bank Secrecy Act (BSA)

Skills

Communication skills

Attention to detail

Organization & prioritization

MS Office (Word/Outlook/Excel)

P&C license or ability to obtain

Commercial lines experience

Tools

Applied software

Job description

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

Towne Insurance is hiring an Account Manager - Select Business Unit. The Account Manager will be responsible for overall sales and service support to the Select Business Unit clients and prospects.

The good-faith compensation range for this role is expected to be $50,000 to $65,000, based on the role, market, internal equity, and candidate qualifications.

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

Essential 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 And Experience You’ll Need

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

Bonus Points If You Have

• 3+ years of commercial lines account management experience.
• Experience in Applied software.

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
• Employee discounts
• Identity theft protection
• Tuition Reimbursement
• Paid Training Opportunities
• Paid Parental Leave
• Wellness Plan
• Volunteer Opportunities

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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