Bilingual Account Manager - Personal Lines
Towne Insurance, Charlotte, NC, United States
Bilingual Account Manager
Towne Insurance is hiring a Bilingual Account Manager to join our Personal Lines team. This position is located at our office in Charlotte, NC.
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
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
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Towne Insurance is hiring a Bilingual Account Manager to join our Personal Lines team. This position is located at our office in Charlotte, NC.
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
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
#J-18808-Ljbffr