Commercial Insurance - Select Business Unit Account Manager
June 19, 2018
Raleigh or Greenville, North Carolina
Full Time - Experienced
Primary Purpose: Overall sales and service support to the Select Business Unit department, clients and prospects.
Provide prompt, courteous, and knowledgeable service to Commercial Lines clients and prospects.
Process endorsements, certificates, cancellations, audits and other transactions within guidelines, workflows and standards of the agency.
Resolve accounting discrepancies.
Support new business and renewals by maintaining prospect / client file within the agency management system, assembling proposals, issuing binders, I.D. cards, and invoicing.
Check policies when necessary to insure accuracy of the various transactions.
Develop and maintain friendly and professional relationships with clients, prospects, underwriters, vendors, and others.
Maintain client files on agency management computer system and use computer to perform all functions.
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)
Minimum Required Skills and Competencies:
Effective oral and written communication and relationship building skills essential.
Proficiency with agency management systems.
Proficient with Microsoft Office products, including Word and Excel.
Exceptional time management and organizational skills.
Must be a self-starter, demonstrate resourcefulness, and have good problem solving skills
Exhibit competent coverage, underwriting and risk management knowledge.
Minimum of 3 years’ agency or brokerage experience in Commercial lines coverage and markets required.
Active P&C licensure (Property & Casualty).
About Towne Insurance
An important part of the TowneBank family of financial services, Towne Insurance has deep roots in the Hampton Roads' business community. As part of the TowneBank family, Towne Insurance shares Towne's unwavering commitment to serving our clients and our community. This commitment forms the foundation of our business - to deliver competitive insurance programs by maximizing opportunities and minimizing risk. Our insurance advisors offer expert professional advice to clients of all sizes. Headquartered in Southeastern Virginia and serving communities from Northern Virginia to Wilmington, North Carolina, count on Towne's more than 80 licensed, experienced and successful advisors for a true partnership dedicated to your success.