Job Category : Clerical Office/Admin

Requisition Number : ACCOU005727

Posted: September 8, 2023
Closed: October 13, 2023
Full-Time

Locations

West End, NC 27376, USA

Description

Primary Purpose : The Account Manager is responsible for providing professional service to new and existing clients in a timely and accurate manner.

Communicate with customers on all facets of their account service needs (i.e., policies, endorsements, audits, proofs of coverage, cancellations)
Process new/renewal summaries and proposals
New and renewal marketing to carriers
Support all efforts of account retention and growth of existing book of business
Assist with account rounding and offers of new coverage
Handle claims in the absence of the agency claims coordinator or in response to a catastrophic event
Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy
Invoice all new business and renewal policies
Check new business and renewal policies against applications and binders
Keep client and policy information in the agency management system up to date according to procedures
Contact insured as needed for collecting outstanding balances according to procedures
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
Keep P&C license active and increase insurance knowledge by attending continuing education classes
Attend in-office meetings as necessary
Assist the service team and producer as needed
Handle other duties as assigned
Obey 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 P&C license
Minimum of 3 years commercial lines account management experience
Excellent oral and written communication skills
Strong attention to detail
Dependability and punctuality

Desired Skills and Competencies :

Experience with Applied software

#J-18808-Ljbffr

TowneBank

New Jobs

Account Manager -Commercial Lines