Private Client Account Manager
📋 Role Overview & Responsibilities
Towne Insurance is hiring a Private Client Account Manager to join our North Carolina team. This position can be located in Charlotte, Raleigh, or Greensboro areas. The Private Client Account Manager supports our Private Client Risk Advisors in production and servicing new and existing accounts.
About Us
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. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who have a desire to give back to their communities.
About The Role
Works closely with Risk Advisors and other Towne personnel on all aspects of client service, marketing, and renewal.Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and Towne colleagues, resulting in a rate of account retention that meets or exceeds expectations.Answers telephone calls from insured customers and enquires about endorsement requests, cancellations remarkets/rewrites, claims, and other service inquiries.Utilizes sales and customer service skills to listen effectively, build rapport, develop needs, provide solutions, and improve client policy retention.Processes policy transactions according to company procedures.Effectively utilizes selected third-party systems for customer handling (e.g., carrier sites, Applied Epic).Ensures client and policy information is current on the Epic system and all required documentation procedures are completed.
Skills And Experience You’ll Need
We seek a candidate with an active P&C license and prior experience in the insurance industry. We also seek the following:
Excellent communication skills and strong attention to detail.Must be 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.Ability to work well independently and as part of a team.
Bonus Points If You Have
3+ years of experience in the High Net Worth personal insurance space.Previous experience with insurance software and related systemsPrevious experience with or training in Microsoft Office productsExperience with agency management systems, preferably Applied Epic.Strong problem-solving skills.ACSR and/or CISR designations preferred.
What We Offer
Excellent growth and advancement opportunitiesCompetitive pay based on experienceHealth, vision, dental, and Employee Assistance ProgramPaid time off to include holidays, PTO, sick leave, and bereavementProfit SharingContinuing education opportunities401K & Employer MatchingEmployee discountsIdentity theft protection
#insurance
Frequently Asked Questions
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Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Charlotte, NC with potential relocation and sponsorship assistance depending on candidate qualifications.
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