Senior Account Manager - Commercial Lines

Towne Insurance; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401K matching

Paid time off

Tuition reimbursement

Employee discounts

Wellness plan

Volunteer opportunities

Profit sharing

Job summary

Towne Insurance in Charlotte, NC is seeking a Senior Account Manager - Commercial Lines to deliver outstanding service to new and existing clients, and coordinate with producers on new and renewal accounts.

The ideal candidate holds an active P&C license, has at least five years of commercial insurance experience, and demonstrates excellent communication, attention to detail, and proficiency in Word, Excel and Outlook.

Qualifications

• Active P&C license and a minimum of five years of experience in the commercial insurance industry.
• Excellent oral and written communication skills.
• Strong attention to detail.
• Computer skills (Word, Excel, and Microsoft Outlook)

Responsibilities

• Assisting producer and marketing as needed in writing new and renewal accounts
• Verifying that all policies are bound with insurance companies in writing prior to or on the effective date of the policy
• Billing or binder billing all policies and renewals prior to or on the effective date of the policy
• Checking new business and renewal policies against applications and binders
• Keeping client and policy information up to date according to office procedures
• Contacting insured as needed for collecting outstanding balances according to office procedures
• Working with customer service representatives to ensure that all endorsements, audits, cancellations, claims, finance agreements, certificates and other requests are handled in an accurate and timely manner
• Keeping P & C license active and increasing insurance knowledge by attending continuing education classes

Skills

Communication

Attention to detail

Microsoft Office

Tools

Applied Epic

Job description

Join us at Towne Insurance! Your career. Your future. Your Towne.

Towne Insurance is hiring a Senior Account Manager - Commercial Lines to join our team. The Senior Account Manager is responsible for providing a superior level of professional service to new and existing clients in a timely and accurate manner.

The good-faith compensation range for this role is expected to be $65,000 to $90,000, 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

• Assisting producer and marketing as needed in writing new and renewal accounts
• Verifying that all policies are bound with insurance companies in writing prior to or on the effective date of the policy
• Billing or binder billing all policies and renewals prior to or on the effective date of the policy
• Checking new business and renewal policies against applications and binders
• Keeping client and policy information in vision up to date according to office procedures
• Contacting insured as needed for collecting outstanding balances according to office procedures
• Working with customer service representatives to ensure that all endorsements, audits, cancellations, claims, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to the office procedures
• Keeping P & C license active and increasing insurance knowledge by attending continuing education classes

Skills And Experience You’ll Need

A successful candidate will have an active P&C license and a minimum of five years of experience in the commercial insurance industry, as well as the following:

• Excellent oral and written communication skills.
• Strong attention to detail.
• Computer skills (Word, Excel, and Microsoft Outlook)

Bonus Points If You Have

• Previous working knowledge of Insurance Agency Management software programs, preferably Applied software Epic.
• Industry designations such as CIS, ACSR, or CISR are a plus.

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.

#insurance