Senior Account Manager - Select Business Unit
Hybrid · Charlotte, North Carolina, United States or Raleigh, North Carolina, United States
Job Summary
Senior Account Manager for the Towne Insurance Select Business Unit responsible for providing prompt, courteous, and knowledgeable service to clients and prospects; process endorsements, certificates, cancellations, and audits; support new business and renewals by maintaining prospect/client files in the agency management system; assemble proposals, issue binders, ID cards, certificates of insurance and invoicing; maintain client files; develop and maintain client relationships with clients, prospects, underwriters, vendors; identify opportunities to add new business and cross-sell; ensure accuracy of transactions; adhere to AML/BSA regulations; required to have a valid P&C license and 3+ years in commercial insurance; strong communication, organization, and detail orientation; proficiency with Word, Outlook, Excel and insurance software such as Applied Epic; comprehensive benefits and growth opportunities offered.
Required Qualifications
- Active P&C license
- Minimum 3 years of experience in the commercial insurance industry
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