Senior Account Manager - Commercial Lines
Location
Glen Allen, VA | United States
Job description
Towne Insurance Has a Culture That:
- Has been providing insurance and risk management services for more than 90 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 5 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
Physically you can anticipate to:
- Express or exchange ideas using 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 the essential responsibilities.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The 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 60-1.35(c)
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