TowneBank · 1 month ago
Account Manager - Personal Lines
Williamsburg, Virginia, United States
Full-time
Hybrid
Mid LevelTowne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions. The Account Manager will provide professional service and insurance solutions to new and existing clients by processing their insurance requests promptly and accurately.
Banking
Responsibilities
Answers telephone calls from insured customers and inquiries about endorsement requests, cancellations, remarkets/rewrites, claims, and other service inquiries
Utilizes sales and customer service skills to listen effectively, build rapport, develop needs, provide solutions, and improve client policy retention
Processes policy transactions according to company procedures
Follows all procedures as outlined in the Personal Lines Procedure Manual
Effectively utilizes selected third-party systems for customer handling (e.g., carrier sites, Applied Epic)
Ensures client and policy information is current on the Epic system and all required documentation procedures are completed
Maintain active P & C License status and increase insurance knowledge by attending carrier meetings and continuing education classes
Attends internal office meetings and training as necessary
Assists other team members as needed
Dependable and punctual
Handles other duties as assigned
Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML), including the Bank Secrecy Act (BSA)
Qualification
Required
Active P&C License
Excellent oral and written communication skills
Strong attention to detail
Dependable, reliable, and punctual
Strong call management skills, including active listening and speaking clearly
Basic computer skills, including adapting to third-party systems and software applications
Prior insurance industry experience
Ability to work well independently and as part of a team
Preferred
Previous experience with insurance software and related systems
Previous experience with or training in Microsoft Office products
Experience with agency management systems, preferably Applied Epic
Strong problem-solving skills
ACSR and/or CISR designations preferred
Benefits
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
Company
TowneBank
TowneBank is a bank that offers various financial services to individuals and businesses.
Founded in 1999
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2000-01-14IPO
Leadership Team
William I. Foster III
President & Chief Executive Officer
Lee Clark
Chief Operating Officer
Recent News
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