Account Manager – Bare Insurance Jobs in Charlotte at TowneBank


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.

Job info:

Job Title: Account Manager – Bare Insurance

Company Name: TowneBank

Location: Charlotte

Experince: 5 – 7 years

Job Category: Finance & Insurance

About TowneBank