Account Manager - Select Business Unit jobs in United States
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Towne Insurance ยท 9 hours ago

Account Manager - Select Business Unit

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions. The Account Manager will be responsible for overall sales and service support to the Select Business Unit clients and prospects.

Employee BenefitsFinancial ServicesInsuranceRisk Management

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)

Qualification

P&C licenseCommercial lines experienceCommunication skillsAttention to detailOrganization skillsComputer skillsApplied software experience

Required

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)

Preferred

3+ years of commercial lines account management experience
Experience in Applied software

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

Towne Insurance

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Towne Insurance is a premier independent insurance agency that provides solutions for businesses, individuals, and community organizations. It is a sub-organization of TowneBank.

Funding

Current Stage
Growth Stage

Leadership Team

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Doug Russell
President & Chief Executive Officer
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Boyd Griffin
Chief Financial Officer
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Company data provided by crunchbase