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TowneBank · 3 months ago

Risk Advisor - Select Business Unit

Glen Allen, Virginia, United States

Full-time

Hybrid

Entry, Mid Level

2+ years exp

TowneBank is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions. The Risk Advisor - Select Business Unit is responsible for assisting clients in identifying their insurance needs, recommending appropriate coverage options, and building relationships with TowneBank branch affiliates.

Banking

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

Evaluate risks and make coverage and market placement recommendations to clients

Gather information from insured and other sources to aid in quoting, marketing, and proposal development

Capable of using various carrier rating systems and understanding underwriting guidelines

Complete 'Acord' or company-specific applications

Craft and Present proposals to prospects over the phone

Strong organizational skills with attention to detail. Must document EPIC Management System promptly throughout the sales cycle

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

Contact the insured as needed to collect outstanding balances according to office procedures and maintain a current balance on all insured accounts

Work with the Agency Account Managers to ensure that all paperwork, system documentation, and billing requirements are complete

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

Attend office and company meetings as necessary

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

Qualification

VA Property Casualty LicenseInsurance sales experienceInsurance agency management softwareEPIC SystemsProactive problem-solvingProfessional appearanceCustomer-focused mindsetAdaptabilityOrganizational skillsSelf-motivated