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Senior Client Relationship Manager

2 months ago

Kinston, North Carolina, United States TowneBank Full time

Join TowneBank: Your Career, Your Future, Your Towne.

TowneBank is seeking a Senior Account Manager for Commercial Lines to enhance our team. The Senior Account Manager plays a crucial role in delivering exceptional service to both new and existing clients, ensuring all interactions are handled promptly and accurately.

About Us

TowneBank is a distinguished insurance and risk management firm, recognized nationally for our tailored insurance solutions catering to diverse business clients, families, and individuals. We pride ourselves on our commitment to serving others, enriching lives, and providing outstanding service. Our employees are our greatest asset, and we invest in their well-being, happiness, and professional growth. We seek motivated, self-driven professionals who are passionate about contributing to their communities.

About the Role

  • Supporting producers and marketing in drafting new and renewal accounts as necessary.
  • Ensuring all policies are confirmed with insurance providers in writing before or on the effective date.
  • Managing billing or binder billing for all policies and renewals prior to or on the effective date.
  • Reviewing new business and renewal policies against applications and binders for accuracy.
  • Maintaining up-to-date client and policy information in accordance with office procedures.
  • Contacting clients as needed to collect outstanding balances following office protocols.
  • Collaborating with customer service representatives to ensure all endorsements, audits, cancellations, claims, finance agreements, certificates, and other customer requests are processed accurately and promptly.
  • Keeping the Property & Casualty license active and enhancing insurance knowledge through continuing education.

Skills and Experience Required:

The ideal candidate will possess an active Property & Casualty license and a minimum of five years of experience in the commercial insurance sector, along with the following:

  • Exceptional verbal and written communication abilities.
  • Strong attention to detail and organizational skills.
  • Proficiency in computer applications (Word, Excel, and Microsoft Outlook).

Preferred Qualifications:

  • Familiarity with Insurance Agency Management software, particularly Applied software Epic.
  • Industry designations such as CIS, ACSR, or CISR are advantageous.

What We Offer:

We believe that a supportive business culture fosters a healthy and safe work environment. We provide a comprehensive benefits package, programs, and resources to keep our team engaged and productive, including:

  • Opportunities for growth and advancement.
  • Competitive compensation based on experience.
  • Health, vision, dental, and Employee Assistance Program.
  • Paid time off, including holidays, PTO, sick leave, and bereavement.
  • Profit sharing and retirement plan matching.
  • Continuing education opportunities.
  • Employee discounts and identity theft protection.
  • Tuition reimbursement and paid training opportunities.
  • Paid parental leave and wellness programs.
  • Volunteer opportunities.

Serving Others. Enriching Lives.

Our member-focused approach empowers our team members to cultivate lasting relationships with the businesses, families, and communities we serve, paving the way for opportunities and bright futures for our dedicated insurance professionals.

We value and respect the contributions our colleagues make daily, both within and outside our organization. We encourage professional and personal development and foster a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.

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