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Insurance Solutions Specialist

1 month ago

Norfolk, Virginia, United States Towne Family of Companies Full time
About the Role

We are seeking a highly skilled Account Manager to join our Personal Lines team at Towne Insurance. As an Account Manager, you will be responsible for providing exceptional service and insurance solutions to our clients. This includes processing insurance requests promptly, answering customer inquiries, and utilizing sales and customer service skills to build strong relationships with our clients.

Key Responsibilities:

  • Answer telephone calls from insured customers and respond to inquiries about endorsement requests, cancellations, remarkets/rewrites, claims, and other service inquiries.
  • Utilize sales and customer service skills to listen effectively, build rapport, develop needs, provide solutions, and improve client policy retention.
  • Process policy transactions according to company procedures.
  • Follow all procedures as outlined in the Personal Lines Procedure Manual.
  • Effectively utilize selected third-party systems for customer handling.
  • Maintain active P & C License status and increase insurance knowledge by attending carrier meetings and continuing education classes.
  • Assist other team members as needed.
  • Dependable and punctual.
  • Handle other duties as assigned.
  • Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML), including the Bank Secrecy Act (BSA).

Requirements:

  • Active P&C license.
  • Excellent oral and written communication skills.
  • Strong attention to detail.
  • 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.
  • Insurance industry experience.
  • Ability to work well independently and as part of a team.

Bonus Points:

  • 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:

  • 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.