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Insurance Account Coordinator

2 months ago

Glen Allen, Virginia, United States TowneBank Full time

About Towne Insurance

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.

Our Mission

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.

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.

Requirements

  • Active P&C license or ability to obtain one upon hire.
  • Strong attention to detail and strong communication skills.
  • Strong organization and prioritization skills.
  • Microsoft Products experience (Outlook, Word, Excel).

Preferred Qualifications

  • 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.
  • K & Employer Matching.
  • Employee discounts.
  • Identity theft protection.
  • Tuition Reimbursement.
  • Paid Training Opportunities.
  • Paid Parental Leave.
  • Wellness Plan.
  • Volunteer Opportunities.