Assistant Account Manager - Commercial Lines

Towne Insurance; Carrboro (NC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health, vision, and dental insurance

Paid time off

401K & Employer Matching

Tuition Reimbursement

Wellness Plan

Job summary

Towne Insurance is looking for an Assistant Account Manager to join their team in Carrboro, NC. This role involves providing professional service to both new and existing clients, assisting the account management team in a variety of tasks including processing endorsements and audits.

The successful candidate will have strong attention to detail and communication skills, with experience in Microsoft products. Employees enjoy competitive pay, excellent growth opportunities, and a comprehensive benefits package.

Qualifications

• Experience with personal or commercial insurance is a plus.
• Experience working with insurance software preferred.
• Office setting experience is beneficial.

Responsibilities

• Process audits and endorsements.
• Check and attach insurance policies.
• Assemble client insurance policies for delivery.
• Process and issue proofs of insurance.
• Handle endorsement requests and cancellations.
• Obtain loss runs and endorsements from carriers.
• Attend office/team meetings as required.
• Participate in carrier website training.

Skills

Strong attention to detail

Strong communication skills

Strong organization skills

Prioritization skills

Microsoft Products experience

Tools

Applied Systems

Job description

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

Towne Insurance is hiring an Assistant Account Manager to join our Commercial Lines team in West End, NC. The Assistant Account Manager provides professional service to new and existing clients by assisting the account management team.

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

• Process audits and endorsements.
• Check and attach insurance policies in Epic.
• Assemble client’s insurance policies for delivery.
• Process and issue proofs of insurance (certificates, evidence of property).
• Process endorsement requests, direct bill cancellations, and reinstatements.
• Obtain loss runs, endorsements, billing, etc., from carrier websites.
• Attend office/team meetings as necessary.
• Participate in carrier website training.

Skills And Experience You’ll Need

• Strong attention to detail and strong communication skills.
• Strong organization and prioritization skills.
• Microsoft Products experience (Outlook, Word, Excel).

Bonus Points If You Have

• Personal or commercial insurance experience.
• Experience working with insurance software, preferably Applied Systems.
• Experience working in an office setting.

What We Offer

• 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.