Senior Account Manager - Select Business Unit

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

2d•$60,000 - $80,000•Hybrid

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.

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).