Commercial Account Manager - Client Growth & Service

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

Benefits offered by this job

Excellent growth opportunities

Competitive pay based on experience

Health, vision, dental, and Employee 


Employee Assistance Program

Paid time off including holidays

401K Employer Matching

Tuition Reimbursement

Paid Training Opportunities

Paid Parental Leave

Wellness Plan

Volunteer Opportunities

Job summary

Towne Insurance is seeking an Account Manager for the Select Business Unit in Williamsburg, VA. You will drive sales and service support for clients and prospects, processing endorsements, certificates, cancellations, audits, and renewals to ensure accuracy and efficiency.

Maintain client files in the agency system, build strong relationships with clients, underwriters, and vendors, and look for opportunities to add new business and cross-sell.

Qualifications

• Requires P&C license or ability to obtain upon hire.
• Experience in commercial lines insurance.
• Excellent oral and written communication skills.
• Strong attention to detail and organizational skills.
• Proficient in Word, Outlook, and 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

Commercial lines experience

Communication skills

Attention to detail

Organization skills

Computer skills (Word, Outlook, Excel)

Tools

Applied software

Job description

Towne Insurance is seeking an Account Manager for the Select Business Unit in Williamsburg, VA. You will drive sales and service support for clients and prospects, processing endorsements, certificates, cancellations, audits, and renewals to ensure accuracy and efficiency.

Maintain client files in the agency system, build strong relationships with clients, underwriters, and vendors, and look for opportunities to add new business and cross-sell.