Jobs · Finance · North Carolina

Account Manager - Commercial Lines

Towne Insurance · Raleigh, NC · 3 wk ago
HybridFinanceFull-time

About the role

The Commercial Lines Account Manager works closely with risk advisors and other Towne personnel on all aspects of client service, marketing, and renewal. They provide professional, courteous service to clients, carriers, underwriters, business partners, and Towne colleagues, aiming for high account retention rates.

Responsibilities

  • Provides professional, courteous service to insured customers, answering calls about endorsement requests, cancellations, remarkets/rewrites, claims, and other service inquiries.
  • Learns about client needs and provides solutions to improve policy retention.
  • Utilizes sales and customer service skills to build rapport and handle customer requests using selected third-party systems such as carrier sites and Applied Epic.
  • Ensures all customer requests, including endorsements, audits, cancellations, claims, finance agreements, certificates, and other documents, are processed accurately and promptly according to established procedures.

Requirements

  • An active P&C license or ability to obtain one upon hire.
  • Prior experience in the commercial lines insurance industry.
  • Excellent oral and written communication skills.
  • Strong attention to detail, organization, and prioritization skills.
  • Basic computer skills (Word, Outlook, Excel).

Skills and Experience

  • 3+ years of experience in commercial lines account management is preferred.
  • Experience with agency management systems, particularly Applied Epic, is a plus.

What We Offer

  • Excellent growth and advancement opportunities.
  • Competitive pay based on experience.
  • Health, vision, dental, and Employee Assistance Program benefits.
  • Paid time off including holidays, PTO, sick leave, and bereavement.
  • Profit Sharing and 401K plans with employer matching.
  • Tuition reimbursement and paid training opportunities.
  • Parental leave and wellness plan.
  • Volunteer opportunities and identity theft protection.
  • Employee discounts.

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