Senior Account Manager - Select Business Unit
About The Position
Towne Insurance is hiring a Senior Account Manager - Select Business Unit to join our team. The Senior Account Manager is responsible for overall sales and service support to the Select Business Unit clients and prospects. 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.
Requirements
- Active P&C license
- Minimum of 3 years of experience in the commercial insurance industry
- Excellent oral and written communication skills.
- Strong attention to detail.
- Strong organization and prioritization skills.
- Computer skills (Word, Outlook, Excel).
Nice To Haves
- Previous working knowledge of Insurance Agency Management software programs, preferably Applied software Epic.
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).
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
