Now Hiring - Towne Insurance - Financial Services Commercial Lines Account Manager - Richmond in Richmond, VA

Full description of the position

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.

Essential Responsibilities:

Account Manager is responsible for providing professional service to new and existing clients in a timely and accurate manner.

• Communicate with customers on all facets of their account service needs (i.e. polices, endorsements, audits, proofs of coverage, cancellations)
• Processes new/renewal summaries and proposals
• New and renewal marketing to carriers
• Support all efforts of account retention and growth of existing book of business
• Assists with account rounding, offers of new coverage
• Handle claims in absence of agency claims coordinator or in response to catastrophic event
• Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy
• Invoice all new business and renewal policies
• Check new business and renewal policies against applications and binders
• Keep client and policy information in agency management system up to date according to procedures
• Contact insured as needed for collecting outstanding balances according to procedures
• Ensure that all endorsements, audits, cancellations, claims, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to procedures
• Keep P & C license active and increase insurance knowledge by attending continuing education classes
• Attend in office meetings as necessary
• Assist the service team and producer as needed
• Handle other duties as assigned
• Obey all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

Minimum Required Skills and Competencies:

• Current P&C license
• Minimum of 3 years commercial lines account management experience
• Excellent oral and written communication skills
• Strong attention to detail
• Computer skills (Word, Outlook, Excel)
• Dependability and punctuality

Desired Skills and Competencies:

• Experience on Applied software

#insurance

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Contract type:

• Permanent

Weekly day range:

• Monday to Friday
• No weekends

Ability to commute/relocate:

• Richmond, VA 23230: Reliably commute or planning to relocate before starting work (Preferred)

License/Certification:

• Property and Casualty License (Required)

Work Location: One location