Risk Advisor - Personal Lines

Towne Family of Companies•Raleigh, NC

20h

About The Position

Towne Insurance is hiring a Risk Advisor - Personal Lines. This is a sales-oriented position that requires strong communication and interpersonal skills, attention to detail, and the ability to gain an understanding of the prospect’s needs. A Personal Lines agent is responsible for assisting clients in identifying their insurance needs, recommending appropriate coverage options, and explaining policy features, benefits, and cost. Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.

Requirements

Current NC Property Casualty License or Carrier experience.
2 years of experience in insurance sales or customer service.
Proficiency in using insurance agency management software and Microsoft Suite.
Customer focused mindset.
Adaptability to handle a variety of customer situations and industry changes.
Organized with an ability to multitask.
Self-motivated and detail oriented.
Proactive in problem solving.
Pride in getting work done accurately and timely.
Ability to work in a team environment.

Nice To Haves

Strong community relationships and areas of interest to complement insurance competency.
Experience with EPIC system.

Responsibilities

Develop lead sources with our Towne Bank personnel in the various departments of the bank, mortgage, real estate, insurance, and other financial service departments.
Consistent updates and communication to your referral source on the status of the referral
Promote the Towne Bank and Towne Insurance vision and guiding principles within the community.
Tailor risk management strategies and client profiles to reflect each customer's individual needs.
Perform fact-finding to confirm, update, and define coverage needs.
Coordinate with carrier(s) of choice to sell our personal lines products.
Capable of using various carrier rating systems and understanding underwriting guidelines.
Review all bound+ policies and documentation for accuracy.
Collaborate with our Townes Insurance Personal Lines support team in addition to working with and understanding key carrier service center offerings.
Research and recommend prospects for new business opportunities.
Achieve objectives established in annual producer sales plan.
Attend Towne Insurance training and meetings as required.
Promote the Towne Bank and Towne Insurance vision and guiding principles within the community.
Perform other specific job duties and projects as assigned.
Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)