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Private Client Account Manager
3 months ago
Join us at Towne Insurance Your career. Your future. Your Towne.
Towne Insurance is hiring a Private Client Account Manager to join our North Carolina team. This position can be located in Charlotte, Raleigh, or Greensboro areas. The Private Client Account Manager supports our Private Client Risk Advisors in production and servicing new and existing accounts.
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
- Works closely with Risk Advisors and other Towne personnel on all aspects of client service, marketing, and renewal.
- Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and Towne colleagues, resulting in a rate of account retention that meets or exceeds expectations.
- Answers telephone calls from insured customers and enquires about endorsement requests, cancellations remarkets/rewrites, claims, and other service inquiries.
- Utilizes sales and customer service skills to listen effectively, build rapport, develop needs, provide solutions, and improve client policy retention.
- Processes policy transactions according to company procedures.
- Effectively utilizes selected third-party systems for customer handling (e.g., carrier sites, Applied Epic).
- Ensures client and policy information is current on the Epic system and all required documentation procedures are completed.
Skills and experience you'll need
We seek a candidate with an active P&C license and prior experience in the insurance industry. We also seek the following:
- Excellent communication skills and strong attention to detail.
- Must be dependable, reliable, and punctual.
- Strong call management skills, including active listening and speaking clearly.
- Basic computer skills, including adapting to third-party systems and software applications.
- Ability to work well independently and as part of a team.
Bonus points if you have:
- 3+ years of experience in the High Net Worth personal insurance space.
- Previous experience with insurance software and related systems
- Previous experience with or training in Microsoft Office products
- Experience with agency management systems, preferably Applied Epic.
- Strong problem-solving skills.
- ACSR and/or CISR designations preferred.
What we offer:
We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:
- 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 & Employer Matching
- Employee discounts
- Identity theft protection
- Tuition Reimbursement
- Paid Training Opportunities
- Paid Parental Leave
- Wellness Plan
- Volunteer Opportunities
Serving Others. Enriching Lives.
Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.
We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.
#insurance
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
