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TowneBank · 5 months ago

Risk Advisor - Commercial Lines

Raleigh, North Carolina, United States

Full-time

Onsite

Mid Level

TowneBank is a nationally recognized top insurance and risk management firm, and they are seeking a Commercial Lines Risk Advisor to join their Raleigh, NC team. The role involves engaging with leads, gathering information to provide insurance quotes, presenting proposals, and ensuring the accuracy of new business policies while maintaining customer accounts.

Banking

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 formsKnowledge in insurance operationsCICCPCU designationDependabilityPunctualityPeople skillsExcellence in customer serviceProfessional appearanceDecision making ability