Towne Insurance Account Manager - Personal Lines at TowneBank in Newport News, Virginia

Job Description:

Essential Responsibilities:

• Answers telephone calls from insured customers inquiring about endorsement requests, cancellations and claims


• Processes transactions according to company procedures


• Review bills when received and forward to customers


• Processes audits according to office procedures


• Quotes and prints finance agreements and follows office procedures


• Handles insured customers’ requests for certificates, prints them and mails or faxes them as needed


• Ensures that client and policy information is up to date on the system and in accordance with procedures


• Keeps P & C License active and increases insurance knowledge by attending continuing education classes


• Attends internal office meetings as necessary


• Assists the Senior Customer Service Representatives as needed


• Handles other duties as assigned


• Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

Minimum Required Skills and Competencies:

• Current P & C License


• Excellent oral and written communication skills and cheerful personality


• Strong attention to detail


• Excellent telephone skills


• Dependable and punctual


• Computer skills (Word)

 Desired Skills and Competencies:

• Previous experience with insurance software


• Previous experience with or training in Excel


• Five or more years of independent Insurance agency experience

Physical Requirements:

• Express or exchange ideas by means of the spoken word via email and verbally


• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time


• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation


• Not substantially exposed to adverse environmental conditions


• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.

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