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    Account Manager - Greenville, United States - Towne Family of Companies

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    Description

    Primary Purpose:
    Account Manager - Select Business Unit is responsible for overall sales and service support to the Select Business Unit clients and prospects

    Essential 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 standardsUtilize the 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 the various transactions.
    Develop and maintain friendly and professional relationships with clients, prospects, underwriters, vendors, and others.
    Maintain client files on the agency management system.
    Be aware of opportunities to add new business to existing clients or cross-sell business to other departments.
    Maintain knowledge of industry forms and coverage changesPerform other duties as requested.
    Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

    Minimum Required Skills & Competencies:
    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.
    Computer skills (Word, Outlook, Excel).


    Desired Skills & Competencies:
    3+ years of commercial lines account management experience

    Experience in Applied softwarePhysical Requirements:
    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 essential responsibilities#insuranceEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe 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 c)

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