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Account Manager - Personal Lines (Hybrid)

TowneBank
United States, North Carolina, Broadway
February 05, 2024
Description

Towne Insurance Has a Culture That:



  • Has been providing insurance and risk management services for more than 90 years. Our commitment to exquisite service for our clients leads to opportunities, celebrations of success, bright futures for our dedicated insurance professionals, thriving partnerships with the nation's top carriers, and a leadership role for our agency in the marketplace.
  • Emphasizes community commitment and supports a tradition of philanthropy. We think globally but act locally, with strong ties to the communities we serve. Throughout our growth, we've never lost sight of our true mission-to be a community asset by serving others and enriching lives.


Essential Responsibilities:



  • Answers telephone calls from insured customers inquiring about endorsement requests, cancellations and claims
  • Processes transactions according to company procedures
  • Review bills when received and forward to customers
  • Processes audits according to office procedures
  • Quotes and prints finance agreements and follows office procedures
  • Handles insured customers' requests for certificates, prints them and mails or faxes them as needed
  • Ensures that client and policy information is up to date on the system and in accordance with procedures
  • Keeps P & C License active and increases insurance knowledge by attending continuing education classes
  • Attends internal office meetings as necessary
  • Assists the Senior Customer Service Representatives as needed
  • 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)



Minimum Required Skills and Competencies:



  • Current Property & Casualty License
  • Excellent oral and written communication skills and cheerful personality
  • Strong attention to detail
  • Excellent telephone skills
  • Dependable and punctual
  • Computer skills (Word)



Desired Skills and Competencies:



  • Previous experience with insurance software
  • Previous experience with or training in Excel
  • Five or more years of independent Insurance agency experience



Physically you can anticipate to:



  • Express or exchange ideas by means of the spoken word via email and verbally
  • Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time
  • Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation
  • Not substantially exposed to adverse environmental conditions
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.



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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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