Towne Bank Raleigh , NC 27611
Posted 2 weeks ago
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
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Towne Bank