Private Client Risk Advisor

Towne Insurance • Charlotte, NC

382d

About The Position

The Private Client Risk Advisor at Towne Insurance is responsible for providing personalized insurance solutions to high net-worth clients. This role requires a sales-oriented individual with advanced communication skills and a deep understanding of private client personal products and coverages. The advisor will work within the Private Client Group to ensure clients' unique needs are met with exceptional care and attention, while also developing business relationships and promoting the company's vision within the community.

Requirements

• Proven track record of success in sales, specifically in the Private Client or High-Net-Worth Insurance space.
• Excellent written and verbal communication skills.
• Detail-oriented with strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in using CRM software and other sales tools.
• Ability to read, analyze, and reconcile financial reports.
• Possess technical expertise and good analytical skills.
• Ability to handle situations in a calm and professional manner.
• Commitment to professional integrity and ethical conduct.
• Personal Lines/Private Client coverage experience required.
• Familiarity with major carrier markets such as AIG, Chubb/ACE, and PURE.
• Proficiency in Outlook, Word, and Excel.
• Property & Casualty Agent's License required upon hire.

Nice To Haves

• Strong community relationships and areas of interest to complement insurance competency.
• Experience with agency management systems, especially with Applied EPIC.

Responsibilities

• Develop lead sources with other Towne Bank personnel in various departments.
• Find and cultivate new business relationships with external prospects through networking.
• Promote the Towne Bank and Towne Insurance vision within the community.
• Tailor risk management strategies and client profiles to reflect customer needs.
• Perform fact-finding to confirm and update coverage needs.
• Coordinate and build relationships with key insurance carriers.
• Retain full knowledge of insurance products and usages.
• Achieve objectives established in the annual producer sales plan.
• Attend Towne Insurance training and meetings as required.
• Perform other specific job duties and projects as assigned.

Benefits

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Health, vision, dental, and Employee Assistance Program
• Paid time off including 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: No Education Listed