Account Manager - Personal Lines

Account Manager - Personal Lines – Towne Insurance

Locations:
Norfolk, Newport News, Richmond, or Williamsburg.

Join Towne Insurance! Your Career. Your Future. Your Towne.

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. We take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset; we invest in their health, happiness, and education, and we hire motivated, self‑directed professionals who desire to give back to their communities.

• Answer telephone calls from insured customers and inquiries about endorsement requests, cancellations, remarkets/rewrites, claims, and other service inquiries.
• Utilize sales and customer service skills to listen effectively, build rapport, develop needs, provide solutions, and improve client policy retention.
• Process policy transactions according to company procedures.
• Follow all procedures as outlined in the Personal Lines Procedure Manual.
• Effectively utilize selected third‑party systems for customer handling (e.g., carrier sites, Applied Epic).
• Ensure client and policy information is current on the Epic system and all required documentation procedures are completed.
• Maintain active P & C license status and increase insurance knowledge by attending carrier meetings and continuing education classes.
• Attend internal office meetings and training as necessary.
• Assist other team members as needed.
• Dependable and punctual.
• Handle other duties as assigned.
• Obey all applicable federal laws, rules, and regulations relating to Anti‑Money Laundering (AML), including the Bank Secrecy Act (BSA).

• Active P & C license.
• Excellent oral and written communication skills.
• Strong attention to detail.
• Dependable, reliable, and punctual.
• Strong call management skills, including active listening and speaking clearly.
• Basic computer skills, including adapting to third‑party systems and software applications.
• Prior insurance industry experience.
• Ability to work well independently and as part of a team.

• Previous experience with insurance software and related systems.
• Previous experience with or training in Microsoft Office products.
• Experience with agency management systems, preferably Applied Epic.
• Strong problem‑solving skills.
• ACSR and/or CISR designations preferred.

• Excellent growth and advancement opportunities.
• Competitive pay based on experience.
• Health, vision, dental, and Employee Assistance Program.
• Paid time off, including holidays, PTO, sick leave, and bereavement.
• Profit sharing.
• Continuing education opportunities.
• 401(k) & employer matching.
• Employee discounts.
• Identity theft protection.
• Tuition reimbursement.
• Paid training opportunities.
• Paid parental leave.
• Wellness plan.
• Volunteer opportunities.

Our member‑centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals. We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.