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  • Assistant Account Manager - Commercial Lines Towne Insurance is hiring... Read More
    Assistant Account Manager - Commercial Lines Towne Insurance is hiring an Assistant Account Manager to join our Commercial Lines team in Richmond. The Assistant Account Manager provides professional service to new and existing clients by assisting the account management team. The good-faith compensation range for this role is expected to be $45,000 to $65,000, based on the role, market, internal equity, and candidate qualifications. 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 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 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 Health, vision, dental, and Employee Assistance Program Paid time off to include holidays, PTO, sick leave, and bereavement Profit Sharing Continuing education opportunities 401K Read Less
  • Risk Advisor - Select Business Unit  

    - Mecklenburg County
    Risk Advisor - Select Business Unit Towne Insurance is hiring a Risk A... Read More
    Risk Advisor - Select Business Unit Towne Insurance is hiring a Risk Advisor - Select Business Unit. This is a sales-oriented position that requires strong communication and interpersonal skills, attention to detail, and the ability to gain an understanding of the prospect's needs. A Select Business Unit Risk Advisor is responsible for assisting clients in identifying their insurance needs, recommending appropriate coverage options, and explaining policy features, benefits, and costs. This commercial insurance sales position requires a strong focus on building relationships and trust with our TowneBank branch affiliates. 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 desire to give back to their communities. Develop lead sources with our TowneBank personnel in the various departments of the bank, mortgage, real estate, insurance, and other financial service departments. Consistent updates and communication to your referral source on the status of the referral Promote the TowneBank and Towne Insurance vision and guiding principles within the community Evaluate risks and make coverage and market placement recommendations to clients. Gather information from insured and other sources to aid in quoting, marketing, and proposal development. Capable of using various carrier rating systems and understanding underwriting guidelines. Complete "Acord" or company-specific applications Craft and Present proposals to prospects over the phone. Strong organizational skills with attention to detail. Must document EPIC Management System promptly throughout the sales cycle. Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy. Contact the insured as needed to collect outstanding balances according to office procedures and maintain a current balance on all insured accounts. Work with the Agency Account Managers to ensure that all paperwork, system documentation, and billing requirements are complete. Keep P Read Less
  • Risk Advisor - Commercial Lines  

    - Mecklenburg County
    Risk Advisor - Commercial Lines Towne Insurance is hiring a Commercial... Read More
    Risk Advisor - Commercial Lines Towne Insurance is hiring a Commercial Lines Risk Advisor to join our Charlotte, NC team. This is a sales-oriented position, requiring advanced communication skills, a thorough knowledge of the insurance products available through this agency, and proven ability to pursue and close sales developed though leads provided by bank personnel and through own relationships. 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 desire to give back to their communities. Contact leads in a timely manner Gather information from insured and other sources to determine which companies to quote and place account with Complete "Acord" or company specific applications Obtain quotes or assist marketing in obtaining quotes from underwriter personnel quoting in our office Present proposals to insureds Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy Assist with financing options and determine pay plan Check new business policies for accuracy Contact insured as needed for collecting outstanding balances according to office procedures and maintain a current balance on all insured's accounts Work with the customer service representative to insure that all renewals, endorsements, audits, cancellations, claims, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to the office procedures Keep P Read Less

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Astrid-Lindgren-Weg 12 38229 Salzgitter Germany