Commercial Insurance Select Business Unit Account Manager

TowneBank   •  

Virginia Beach, VA

Industry: Business Services


Less than 5 years

Posted 330 days ago

Essential Responsibilities:

  • Provide prompt, courteous, and knowledgeable service to Commercial Lines clients and prospects.
  • Process endorsements, certificates, cancellations, audits and other transactions within guidelines, workflows and standards of the agency.
  • Resolve accounting discrepancies.
  • Support new business and renewals by maintaining prospect / client file within the agency management system, assembling proposals, issuing binders, I.D. cards, and invoicing.
  • Check policies when necessary to insure accuracy of the various transactions.
  • Develop and maintain friendly and professional relationships with clients, prospects, underwriters, vendors, and others.
  • Maintain client files on agency management computer system and use computer to perform all functions.
  • Be aware of opportunities to add new business to existing clients or cross-sell business to other departments.
  • Maintain knowledge of industry forms and coverage changes.
  • Perform other duties as requested.
  • 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:

  • Effective oral and written communication and relationship building skills.
  • Proficiency with agency management systems.
  • Proficiency with Microsoft Office products, including Word and Excel.
  • Exceptional time management and organizational skills.
  • Must be a self-starter, demonstrate resourcefulness, and have good problem solving skills
  • Exhibit competent coverage, underwriting and risk management knowledge.
  • Minimum of 3 years’ agency or brokerage experience in Commercial lines coverage and markets required.
  • Active P&C licensure (Property & Casualty).