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Lead Account Executive

2 months ago

Kinston, North Carolina, United States TowneBank Full time

Elevate Your Career with TowneBank.

TowneBank is seeking a Senior Client Relationship Manager to enhance our team. This role is pivotal in delivering exceptional service to both new and existing clients in a prompt and precise manner.

About TowneBank

TowneBank is a highly regarded institution in the insurance and risk management sector, dedicated to providing tailored insurance solutions for diverse business clients, families, and individuals. We pride ourselves on our commitment to service excellence, community engagement, and the well-being of our employees. Our team consists of motivated professionals who are passionate about making a positive impact.

Role Responsibilities

  • Collaborating with producers and marketing teams to facilitate the writing of new and renewal accounts.
  • Ensuring all policies are properly documented and bound with insurance providers before or on the effective date.
  • Managing billing processes for all policies and renewals in a timely manner.
  • Reviewing new business and renewal policies against applications and binders for accuracy.
  • Maintaining up-to-date client and policy information in accordance with office protocols.
  • Engaging with clients to collect outstanding balances as per office procedures.
  • Partnering with customer service representatives to ensure all endorsements, audits, cancellations, claims, finance agreements, certificates, and other client requests are processed accurately and promptly.
  • Keeping the Property & Casualty license current and enhancing insurance knowledge through continuing education.

Required Skills and Experience:

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

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

Preferred Qualifications:

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

What We Offer:

At TowneBank, we believe in fostering a supportive work environment that prioritizes employee health and engagement. Our comprehensive benefits package includes:

  • Opportunities for professional growth and advancement.
  • Competitive compensation based on experience.
  • Health, vision, and dental coverage, along with an Employee Assistance Program.
  • Paid time off, including holidays, personal time, sick leave, and bereavement.
  • Profit-sharing options.
  • Continuing education support.
  • 401(k) plan with employer matching.
  • Employee discounts and identity theft protection.
  • Tuition reimbursement programs.
  • Paid training sessions and parental leave.
  • Wellness initiatives and volunteer opportunities.

Our Commitment to Service.

At TowneBank, we empower our team members to cultivate enduring relationships with the businesses, families, and communities we serve, paving the way for rewarding careers in the insurance sector.

We recognize and appreciate the contributions of our colleagues both within and outside the organization. We are dedicated to fostering professional and personal development while embracing a culture that values diverse talents, backgrounds, and perspectives.

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