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Towne Insurance · 5 hours ago

Private Client Risk Advisor

Glen Allen, VA

Full-time

Onsite

Mid Level

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions. The Private Client Risk Advisor will provide personalized insurance solutions to high net-worth clients, ensuring their unique needs are met with care and attention.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Develop lead sources with other Towne Bank personnel in the various departments of the bank, mortgage, real estate, insurance, and other financial service departments

Find and cultivate new business relationships with external prospects through networking and other means of prospecting as necessary

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 needs

Perform fact-finding to confirm, update, and define coverage needs

Coordinate and build relationships with key carrier(s) of choice

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

Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

Travel and market visibility is expected

Qualification

Private Client coverage experienceCRM software proficiencyProperty & Casualty LicenseFinancial report analysisMajor carrier market knowledgeAnalytical skillsProfessional integrityCommunication skillsProblem-solving skillsTeamwork

Required

Proven track record of success in sales, specifically in the Private Client or High-Net-Worth Insurance space

Excellent written communication skills, both verbal and written, with the ability to explain complex insurance concepts in a clear and concise manner

Detail-oriented with strong analytical and problem-solving abilities

Ability to work independently and as part of a team in a fast-paced, results-driven environment

Proficiency in using CRM software and other sales tools

Must be able to read, analyze, and reconcile financial reports

Possess technical expertise plus good analytical and problem-solving skills

Ability to handle situations in a calm, courteous, and professional manner

Commitment to professional integrity and ethical conduct in all business dealings

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 or soon thereafter

Knowledgeable of Private Client carriers and markets

Preferred

Strong community relationships and areas of interest to complement insurance competency

Experience with agency management systems, especially with Applied EPIC, is a plus

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

Company

Towne Insurance

Towne Insurance is a premier independent insurance agency that provides solutions for businesses, individuals, and community organizations. It is a sub-organization of TowneBank.

Founded in 2001