Bilingual Account Manager - Personal Lines
TowneBank, Charlotte, NC, United States
Bilingual Account Manager - Personal Lines
Job Category:
Clerical Office/Admin
Requisition Number:
BILIN008110
Posted: April 13, 2026 | Full-time
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.
Locations NC3-13900 ConlanCir-Chrlt 13900 Conlan Cir Suite 125 Charlotte, NC 28277, USA
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 Needed
Fluency in both English and Spanish
Current P & C License
Excellent oral and written communication skills
Strong attention to detail
Excellent telephone skillsDependable and punctual
Computer skills, including adapting to third-party systems
Bonus Points
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
Benefits
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
Identity theft protection
Tuition Reimbursement
Wellness Plan
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr
Clerical Office/Admin
Requisition Number:
BILIN008110
Posted: April 13, 2026 | Full-time
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.
Locations NC3-13900 ConlanCir-Chrlt 13900 Conlan Cir Suite 125 Charlotte, NC 28277, USA
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 Needed
Fluency in both English and Spanish
Current P & C License
Excellent oral and written communication skills
Strong attention to detail
Excellent telephone skillsDependable and punctual
Computer skills, including adapting to third-party systems
Bonus Points
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
Benefits
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
Identity theft protection
Tuition Reimbursement
Wellness Plan
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr