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  • Chesterfield, VA 23832

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Commercial Lines Account Manager - Richmond/Chesterfield

Towne Insurance • Chesterfield, VA

Posted 8 days ago

Job Snapshot

Full-Time
Banking - Financial Services
Management

Job Description

Essential Responsibilities:

  • Communicates with customers on all facets of their account service needs (ie. policies, endorsements, audits, proofs of coverage, cancellations)
  • Processes new/renewal summaries and proposals
  • New and renewal marketing to carriers
  • Supports all efforts of account retention and growth of existing book of business
  • Assists with account rounding, offers of new coverage and document customer decision
  • Checks policies and endorsements for accuracy
  • Handles claims in the absence of the Agency Claims Manager or in response to a catastrophic event
  • Reviews direct bill invoices for correctness & processes agency bill transactions
  • Quotes finance agreements and processes according accounting department procedure
  • Reviews aged receivables weekly with producer and customer
  • Processes all transactions according to agency procedures
  • Ensures that client and policy information is kept up to date in the agency management system and in accordance with procedures
  • Communicate with Insurance Company underwriters and stay abreast of their account appetite
  • Keep P & C License active and increase insurance knowledge by attending continuing education classes
  • Attends internal office meetings as necessary
  • Assists the entire team including Team Leader and Producer 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, Outlook & Excel)

Desired Skills and Competencies:

  • Previous experience with insurance software

#CB
#insurance

Job ID: COMME01582
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