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Towne Insurance · 9 hours ago

Risk Advisor - Commercial Lines

Charlotte, NC

Full-time

Onsite

Mid Level

Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions. They are hiring a Commercial Lines Risk Advisor to pursue and close sales, gather information for quotes, and ensure policies are accurately bound with insurance companies.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Contact leads in a timely manner

Gather information from insured and other sources to determine which companies to quote and place account with

Complete 'Acord' or company specific applications

Obtain quotes or assist marketing in obtaining quotes from underwriter personnel quoting in our office

Present proposals to insureds

Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy

Assist with financing options and determine pay plan

Check new business policies for accuracy

Contact insured as needed for collecting outstanding balances according to office procedures and maintain a current balance on all insured’s accounts

Work with the customer service representative to insure that all renewals, endorsements, audits, cancellations, claims, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to the office procedures

Keep P & C license active and increase insurance knowledge by attending continuing education classes

Attend office and company meetings as necessary

Handle other duties as necessary

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

Qualification

Current P & C licenseInsurance productsDecision making abilityCICCPCU designationInsurance company relationshipsExcellence in dealing with customersPeople/interpersonal skillsDependabilityPunctuality

Required

Current P & C license

Excellence in dealing with customers

Professional appearance and attitude

Strong people/interpersonal skills

Knowledge of insurance forms

Knowledge in insurance company operations

Strong decision making ability

Dependability and punctuality

Preferred

CIC or CPCU designation

Insurance company relationships

Other industry relationships

Strong community relationships and areas of interest to complement insurance competency

Ability to find new markets and develop underwriter rapport

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