Account Manager - Select Business Unit

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. We take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.

About the Role

As an Account Manager in the Select Business Unit, you will provide overall sales and service support to clients and prospects.

Responsibilities

• Provide prompt, courteous, and knowledgeable service to Select Business Unit clients and prospects.
• Process endorsements, certificates, cancellations, audits, and other transactions according to agency standards.
• Utilize service centers with core partners and account rounding.
• Resolve accounting discrepancies.
• Support new business and renewals by maintaining prospect/client files within the agency management system, assembling proposals, issuing binders, I.D. cards, certificates of insurance, and invoicing.
• Check policies to ensure the accuracy of various transactions.
• Develop and maintain friendly and professional relationships with clients, prospects, underwriters, vendors, and others.
• Maintain client files in the agency management system.
• Identify opportunities to add new business to existing clients or cross-sell to other departments.
• Maintain knowledge of industry forms and coverage changes.
• Perform other duties as requested.
• Comply with all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML), including the Bank Secrecy Act (BSA).

Requirements

• Current P&C license or ability to obtain upon hire.
• Prior commercial lines industry experience.
• Excellent oral and written communication skills.
• Strong attention to detail.
• Strong organization and prioritization skills.
• Proficiency in Microsoft Word, Outlook, and Excel.

Preferred Qualifications

• 3+ years of commercial lines account management experience.
• Experience with Applied software.

Benefits

• Excellent growth and advancement opportunities.
• Competitive pay based on experience.
• Health, vision, and dental insurance.
• Employee Assistance Program.
• Paid time off (holidays, PTO, sick leave, and bereavement).
• Profit Sharing.
• Continuing education opportunities.
• 401K with employer matching.
• Employee discounts.
• Identity theft protection.
• Tuition reimbursement.
• Paid training opportunities.
• Paid parental leave.
• Wellness plan.
• Volunteer opportunities.

Pay

The good-faith compensation range for this role is $50,000 to $65,000, based on role, market, internal equity, and candidate qualifications.