Bilingual Account Manager - Personal Lines

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

Towne Insurance is hiring a Bilingual Account Manager to join our Personal Lines team. This position is located at our office in Charlotte, NC. The Account Manager is responsible for providing professional service and insurance solutions to new and existing clients by processing their insurance requests promptly and accurately.

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 desire to give back to their communities.

About The Role

• Answers telephone calls in Spanish/English from insured customers inquiring 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 that client and policy information is up to date on the Epic system and completes all required documentation procedures.
• Keeps P & C License active and increases insurance knowledge by attending carrier meetings and continuing education classes.
• Attends internal office meetings and training as necessary.
• Assists other team members 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).

Skills and experience you’ll need:

• Fluency in both English and Spanish
• Current P & C License
• Excellent oral and written communication skills
• Strong attention to detail
• Excellent telephone skills
• Dependable and punctual
• Computer skills, including adapting to third-party systems

Bonus points if you have:

• 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

What we offer:

We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Health, vision, dental, and Employee Assistance Program
• Paid time off to include holidays, PTO, sick leave, and bereavement
• Profit Sharing
• Continuing education opportunities
• 401K & Employer Matching
• Employee discounts
• Identity theft protection
• Tuition Reimbursement
• Paid Training Opportunities
• Paid Parental Leave
• Wellness Plan
• Volunteer Opportunities

Serving Others. Enriching Lives.

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.

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