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Account Manager - Commercial Lines

Account Manager - Commercial Lines

Opportunities at TowneCharlotte, NC, US
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Account Manager - Commercial Lines

Towne Insurance is hiring a Commercial Lines Account Manager to join our Charlotte team. The Commercial Lines Account Manager is responsible for providing professional service to new and existing clients in a timely and accurate manner.

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

  • Works closely with risk advisors and other Towne personnel on all aspects of client service, marketing, and renewal.
  • Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and Towne colleagues, resulting in a rate of account retention that meets or exceeds expectations.
  • Answers telephone calls from insured customers and enquires 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.
  • Effectively utilizes selected third-party systems for customer handling (e.g., carrier sites, Applied Epic).
  • Ensure that all endorsements, audits, cancellations, claims, finance agreements, certificates, and other customer requests are handled in an accurate and timely manner according to procedures.

Skills and experience you'll need : A successful candidate will have an active P&C license or ability to obtain upon hire and prior experience in the commercial lines insurance industry, as well as the following :

  • Excellent oral and written communication skills.
  • Strong attention to detail, organization, and prioritization skills.
  • Computer skills (Word, Outlook, Excel).
  • Bonus points if you have :

  • 3+ years of experience in commercial lines account management.
  • Experience with agency management systems, preferably Applied Epic.
  • What we offer :

  • 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.

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    Commercial Lines Account Manager • Charlotte, NC, US

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