Jobs · North Carolina

Assistant Account Manager - Commercial Lines

Towne Insurance · Charlotte, NC · 2 mo ago
HybridFull-time

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for businesses, families, and individuals. We prioritize serving others, enriching lives, and delivering exquisite service. Our employees are our most valued asset, and we invest in their health, happiness, and education. We hire motivated, self-directed professionals who are committed to giving back to their communities.

About the Role

  • Process audits and endorsements
  • Check and attach insurance policies in Epic
  • Assemble client’s insurance policies for delivery
  • Process and issue proofs of insurance (certificates, evidence of property)
  • Process endorsement requests, direct bill cancellations, and reinstatements
  • Obtain loss runs, endorsements, billing, etc., from carrier websites
  • Attend office/team meetings as necessary
  • Participate in carrier website training

Requirements

  • Active P&C license or ability to obtain one upon hire
  • Strong attention to detail and communication skills
  • Strong organization and prioritization skills
  • Experience with Microsoft Products (Outlook, Word, Excel)

Qualifications

  • Personal or commercial insurance experience (preferred)
  • Experience with insurance software, preferably Applied Systems (preferred)
  • Experience working in an office setting (preferred)

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

Our member-centric approach empowers team members to build lasting relationships with businesses, families, and communities, fostering opportunities and bright futures for dedicated insurance professionals. We value the impact our colleagues make daily, both inside and outside our organization, and encourage professional and personal development in a culture that celebrates diverse talents, backgrounds, and perspectives.

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