Assistant Account Manager - Commercial Lines

Towne Insurance is hiring an Assistant Account Manager to join our Commercial Lines team. This position can be located in the Richmond or Williamsburg areas. The Assistant Account Manager provides professional service to new and existing clients by assisting the account management team.

About Us

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who have a desire to give back to their communities.

About the Role

• Process audits and endorsements.

• Check and attach insurance policies in Epic.

• Assemble client's insurance policies for delivery.

• Process and issue proofs of insurance (certificates, evidence of property).

• Process endorsement requests, direct bill cancellations, and reinstatements.

• Obtain loss runs, endorsements, billing, etc., from carrier websites.

• Attend office/team meetings as necessary.

• Participate in carrier website training.

Skills and experience you'll need

We seek a candidate with an active P&C license or the ability to obtain one upon hire. We also seek the following:

• Strong attention to detail and strong communication skills.

• Strong organization and prioritization skills.

• Microsoft Products experience (Outlook, Word, Excel).

Bonus points if you have:

• Personal or commercial insurance experience.

• Experience working with insurance software, preferably Applied Systems.

• Experience working in an office setting.

What we offer:

• Excellent growth and advancement opportunities

• Competitive pay based on experience

• Profit Sharing

• Health, vision, dental, and Employee Assistance Program

• Paid time off to include holidays, PTO, sick leave, and bereavement

• Continuing education opportunities

• 401K & Employer Matching

• Employee discounts

• Identity theft protection