Risk Advisor - Personal Lines

FitzGerald Financial Group - Division of TowneBank Mortgage • Raleigh, NC

1d

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.

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)

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed