What are the responsibilities and job description for the Account Manager - Commercial Lines position at Opportunities at Towne?
Join us at Towne Insurance! Your career. Your future. Your Towne.
Towne Insurance is hiring an Account Manager to join our team. The Account Manager provides professional service to new and existing clients. This position will handle a diverse book of business.
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 have a desire to give back to their communities.
About the Role
- Communicate with customers on all facets of their account service needs (i.e., policies, endorsements, audits, proofs of coverage, cancellations)
- Processes new/renewal summaries and proposals
- New and renewal marketing to carriers
- Support all efforts of account retention and growth of existing book of business.
- Assists with account rounding offers of new coverage.
- Handle claims in the absence of an agency claims coordinator or response to catastrophic events.
- Verify that all policies are bound with insurance companies in writing before or on the policy's effective date.
- Invoice all new business and renewal policies.
- Check new business and renewal policies against applications and binders.
- Keep client and policy information in the agency management system updated according to procedures.
- Contact the insured as needed to collect outstanding balances according to procedures.
- Ensure that all endorsements, audits, cancellations, claims, finance agreements, certificates, and other customer requests are handled in an accurate and timely manner according to procedures.
Skills and experience you’ll need
We seek a candidate with an active P&C license or the ability to obtain one upon hire. We also seek the following:
- Strong attention to detail and strong communication skills.
- Strong organization and prioritization skills.
- Microsoft Products experience (Outlook, Word, Excel).
Bonus points if you have:
- 3 years of commercial lines account management experience.
- Experience in Applied software.
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.
