Towne Insurance Account Manager (Administrative)
Essential Responsibilities:
- Communicates with customers on all facets of their account service needs (ie. policies, endorsements, audits, proofs of coverage, cancellations)
- Processes new/renewal summaries and proposals
- New and renewal marketing to carriers
- Supports all efforts of account retention and growth of existing book of business
- Assists with account rounding, offers of new coverage and document customer decision
- Checks policies and endorsements for accuracy
- Handles claims in the absence of the Agency Claims Manager or in response to a catastrophic event
- Reviews direct bill invoices for correctness & processes agency bill transactions
- Quotes finance agreements and processes according accounting department procedure
- Reviews aged receivables weekly with producer and customer
- Processes all transactions according to agency procedures
- Ensures that client and policy information is kept up to date in the agency management system and in accordance with procedures
- Communicate with Insurance Company underwriters and stay abreast of their account appetite
- Keep P & C License active and increase insurance knowledge by attending continuing education classes
- Attends internal office meetings as necessary
- Assists the entire team including Team Leader and Producer as needed
- Handles other duties as assigned
- Obeys 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
- Excellent oral and written communication skills and cheerful personality
- Strong attention to detail
- Excellent telephone skills
- Dependable and punctual
- Computer skills (Word, Outlook & Excel)
Desired Skills and Competencies:
- Previous experience with insurance software
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