Bilingual Account Manager - Personal Lines

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 #J-18808-Ljbffr Towne Insurance