Trusted Advisor: Commercial Insurance Account Manager

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

Benefits offered by this job

Competitive pay based on experience

Health, vision, dental, and EmployeeA

Paid time off to include holidays, PTO

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

Job summary

Towne Insurance is looking for an Account Manager for the Select Business Unit to deliver exceptional service and drive sales for our clients and prospects in North Carolina.

The role entails processing endorsements, certificates, renewals, and various transactions while maintaining accurate files and fostering professional relationships with underwriters and vendors. A competitive compensation package and comprehensive benefits are offered.

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 Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

Skills

P&C license

Commercial lines

Communication

Detail oriented

Organization

MS Office

Tools

Applied Software

Job description

Towne Insurance is looking for an Account Manager for the Select Business Unit to deliver exceptional service and drive sales for our clients and prospects in North Carolina.

The role entails processing endorsements, certificates, renewals, and various transactions while maintaining accurate files and fostering professional relationships with underwriters and vendors. A competitive compensation package and comprehensive benefits are offered.