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    Senior Account Manager - Raleigh, United States - TowneBank

    TowneBank
    TowneBank Raleigh, United States

    1 week ago

    Default job background
    Full time
    Description

    Towne Insurance Has a Culture That:

  • Has been providing insurance and risk management services for more than years. Our commitment to exquisite service for our clients leads to opportunities, celebrations of success, bright futures for our dedicated insurance professionals, thriving partnerships with the nation's top carriers, and a leadership role for our agency in the marketplace.
  • Emphasizes community commitment and supports a tradition of philanthropy. We think globally but act locally, with strong ties to the communities we serve. Throughout our growth, we've never lost sight of our true mission–to be a community asset by serving others and enriching lives.

    • As the Senior Account Manager, you may look forward to :

  • Assisting producer and marketing as needed in writing new and renewal accounts
  • Verifying that all policies are bound with insurance companies in writing prior to or on the effective date of the policy
  • Billing or binder billing all policies and renewals prior to or on the effective date of the policy
  • Checking new business and renewal policies against applications and binders
  • Keeping client and policy information in vision up to date according to office procedures
  • Contacting insured as needed for collecting outstanding balances according to office procedures
  • Working with customer service representative to ensure that all endorsements, audits, cancellations, claims, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to the office procedures
  • Keeping P & C license active and increasing insurance knowledge by attending continuing education classes
  • Attending in office meetings as necessary
  • Handling other duties as assigned
  • Obeying all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

    • You are a person that (minimum requirements) :

  • Has a current P&C license
  • Has a minimum of years commercial lines customer service representative experience
  • Has excellent customer service skills
  • Has strong telephone skills
  • Is dependable and punctual
  • Has strong word processing skills
  • Has prior experience working with insurance software

    • You will be better prepared if you have (desired skills) :

  • Experience on Applied software
  • CIC, ACSR or CISR designation
  • Prior experience or training in Excel

    • LI-BW

    insurance

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