What are the responsibilities and job description for the Assistant Account Manager - Select Business Unit position at Opportunities at Towne?
Join us at Towne Insurance! Your Career. Your Future. Your Towne.
Towne Insurance is hiring an Assistant Account Manager - SBU. The Assistant Account Manager will be responsible for providing professional service to new and existing clients by assisting the account manager/account executive/team leader and process their requests in a timely and accurate manner.
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
- Process audits and endorsements
- Check and attach insurance policies in Epic
- Assemble client’s insurance policies for delivery
- Process and issue proofs of insurance (certificates, evidence of property)
- Process endorsement requests, direct bill cancellations and reinstatements
- Obtain loss runs, endorsements, billing, etc. from carrier websites
- Attend office/team meetings as necessary
- Participate in carrier website training
- Handle other duties as assigned
- Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)
Skills and experience you’ll need:
- Attention to detail
- Strong communication skills
- Dependability and punctuality
- Active P&C License
- Microsoft Products experience (Outlook, Word, Excel)
Bonus points if you have:
- Prior personal or commercial insurance experience
- Prior Experience working with insurance software, preferably Applied Systems
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.
