Account Manager - Personal Lines

FitzGerald Financial Group - Division of TowneBank Mortgage • Greenville, NC

1d • Hybrid

About The Position

Towne Insurance is hiring an Account Manager to join our Personal Lines team. This position is located in Greenville, NC. The Account Manager is responsible for providing professional service and insurance solutions to new and existing clients by promptly and accurately processing their insurance requests.

Requirements

• An active P&C license.
• Excellent oral and written communication skills.
• Strong attention to detail.
• Must be 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.

Nice To Haves

• Previous coastal market experience
• 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.

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).

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed