Towne Insurance Has a Culture That:
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Has been providing insurance and risk management services for more than 90 years. Our commitment to exquisite service for our clients leads to opportunities, celebrations of success, bright futures for our dedicated insurance professionals, thriving partnerships with the nation’s top carriers, and a leadership role for our agency in the marketplace.
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Emphasizes community commitment and supports a tradition of philanthropy. We think globally but act locally, with strong ties to the communities we serve. Throughout our growth, we’ve never lost sight of our true mission–to be a community asset by serving others and enriching lives.
Essential Responsibilities:
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Contact leads in a timely manner
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Gather information from insured and other sources to determine which companies to quote and place account with appropriate carrier
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Complete “Acord” or company specific applications
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Obtain quotes or assist marketing in obtaining quotes from underwriter personnel quoting in our office
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Present proposals to insureds
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Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy
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Assist with financing options and determine pay plan
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Check new business policies for accuracy
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Contact insured as needed for collecting outstanding balances according to office procedures and maintain a current balance on all insured’s accounts
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Work with the customer service representative to insure that all renewals, endorsements, audits, cancellations, claims, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to the office procedures
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Keep P & C license active and increase insurance knowledge by attending continuing education classes
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Attend office and company meetings as necessary
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Handle other duties as necessary
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Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)
Minimum Required Skills and Competencies:
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Current P & C license
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Excellence in dealing with customers
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Professional appearance and attitude
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Strong people/interpersonal skills
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Knowledge of insurance forms
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Knowledge in insurance company operations
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Strong decision making ability
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Dependability and punctuality
Desired Skills and Competencies:
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CIC or CPCU designation
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Insurance company relationships
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Other industry relationships
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Strong community relationships and areas of interest to complement insurance competency
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Ability to find new markets and develop underwriter rapport
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)